How to configure an integration in a campaign?

After creating a campaign and adding prospects, you can enable CRM Sync to automatically sync your campaign data with a connected CRM account. Before proceeding, ensure that your CRM account has already been connected from the Integrations page. Follow the steps below to configure CRM Sync for your campaign.

• Click on the CRM Sync tab.

• On the CRM Sync page, select the CRM account that you want to integrate with the campaign.
• Under Sync Campaign Prospects As, choose whether you want to sync campaign prospects as Contacts or Leads in your CRM.
• Under Sync Campaign Actions As Tasks, you'll see a list of all the actions that have been added to your campaign sequence. Select the actions that you want Flowkon to sync as tasks in your CRM.
• After configuring the required settings, click Save Configuration to save your CRM sync preferences.

• Once all the campaign configurations are complete, click Enable Sync to activate the CRM sync for the campaign.

• Once the configuration has been enabled and all campaign settings have been reviewed, click Launch Campaign to start the campaign. The selected prospect information and campaign activities will be synchronized with the connected CRM according to your configured settings.