CRM Platforms for Integration with Drupal Websites

6 Popular CRM Platforms for Integration with Drupal Websites

A customer relationship management (CRM) helps businesses collaborate with their customers. CRM is used for contact management, sales management and more. With this tool you can store customer contact information, accounts and sales opportunities in one location. The aim of CRM is to improve business relationships and the data associated with them. Such platform can be easily integrated with CMS based website, such as Drupal. In this article we’ll take a closer look on the most popular CRM platforms for integration with Drupal websites.

Why is a CRM Important?

CRM serves as a tool that manages connections in the growing business. It records customer contact information, such as email, phone number or social media profile. A CRM system also stores more detailed data, such as customer’s preferences or communications. Everyone in the company can see what the customer has bought, when he last purchased, how he has been communicated with and much more. CRM organizes all the data and gives you a clear overview of the relationships with your customers. With an easy access to this information, it’s easier to collaborate and increase productivity.

Why to Integrate CRM with Drupal Website?

Synchronization of your website with CRM can benefit you a lot. First of all, it centralizes and manages all the customers data. The best part of it is that integration gives substantial operational efficiency through automation. Automation helps you handle the growth of your customer base. Besides, Drupal is a powerful CMS that can deal with loads of data and content.

Best CRM Platforms

Drupal offers a number of modules for CRM integration. This enables you to automate the sales process on Drupal websites rather than do it manually. Check out the list of popular CRM platforms the team at WishDesk has prepared for you:

  1. Zoho CRM
  2. HubSpot 
  3. RedHen
  4. Salesforce
  5. Pipedrive
  6. Active Campaign

CRM Platforms for Integration with Drupal websites

  • Zoho CRM

Zoho CRM

Zoho is a cloud-based CRM solution for small and medium-sized businesses. It offers in-built tools, such as sales and marketing automation, customer support, customer analytics and product configuration.

Zoho CRM provides constant communication with the customers via email, phone, live chat and through social media. Mobile version of the platform is also available. It gives access to sales and customer information on different mobile devices.

Key Features

  • reminder system
  • email marketing
  • task management
  • social media integration
  • document storage
  • marketing automation integration

Using the Zoho CRM suite of modules, you can easily integrate this CRM with your Drupal website.

  • HubSpot 

HubSpot CRM platform

HubSpot is an open source CRM platform that allows to organize all sorts of details from your customers’ communication with you. It eliminates the manual work and keeps all the contacts in one centralized database, automatically logs every interaction, and crawls the internet, keeping track of over 13M companies.

HubSpot CRM is currently a certified Google partner. It is a solution that suits small and medium-size businesses.

Key Features

  • calendar system
  • task management
  • segmentation
  • lead scoring
  • marketing synchronization
  • drag and drop communicator

You can easily integrate HubSpot CRM with your Drupal website using HubSpot API.

  • RedHen

RedHen CRM

RedHen is another open source CRM that offers CMS tools, contact management and customization. It provides some tricks, such as engagement tracking, customizable one page donation forms, or event registration integration.

Although RedHen is a functional self-contained CRM, it is also designed to be an ideal integration point.

Key features

  • contact management
  • customer engagement tracking
  • event registration 
  • adding organizations
  • membership services
  • roles and permissions

The RedHen modules won’t give you a functioning CRM immediately. They require customization for your specific business needs. RedHen is a perfect solution for integration with Drupal website as RedHen is Drupal-native CRM. Together they function without any trouble.

  • Salesforce

RedHen CRM

Salesforce is one of the most popular cloud based CRM platforms. It is a solution for commercial sales and support oriented businesses. Salesforce CRM is a good choice both for small and enterprise organizations.

The Salesforce platform has capabilities that include sales management, marketing automation, partner relationship management and customer service. It allows users to synchronize contacts, calendars, emails and tasks in both applications.

Key Features

  • communities for sales
  • marketing and sales lead
  • analytics
  • contact manager
  • social accounts and contacts
  • real time visibility

Install the Salesforce Suite of modules to synchronize leads and data with your Drupal website.

  • Pipedrive

Pipedrive CRM

Pipedrive is one of the best performing CRM and sales management system. It organizes business leads in a way to give you an excellent overview of your sales. It takes minutes to set up an account. Other vital operations that used to be difficult and time consuming are very straightforward and fast with Pipedrive CRM.

Pipedrive provides full mobile optimization. This CRM is available on any device. Besides, all data is backed up in real time to a separate server.

Key Features

  • activity management
  • sales reporting
  • sales forecasting
  • email integration 
  • Google calendar & contacts integration
  • roles and organizational hierarchy

Integration of Pipedrive and Drupal doesn’t require any programming skills. You can improve your website efficiency with the help of this tool.

  • Active Campaign

Active Campaign CRM

Active Campaign is all-in-one user-friendly marketing platform for businesses. It offers tools that are designed to help small and medium-sized businesses acquire and eventually engage their customers. Although Active Campaign provides a good set of email and messaging features, this platform does much more than just any traditional email service provider. It ties its email and messaging features to a user-friendly Drupal website, along with built-in CRM and sales automation functionalities.

Key Features

  • marketing automation
  • smart auto responders
  • built-in integrations with 200+ external services
  • drag and drop email designer
  • advanced segmentation and targeting
  • campaign, contact and list reporting

Integration of  Active Campaign with Drupal websites is easy and requires absolutely zero coding experience. 

Integration of CRM Platform with Drupal websites

Here are some options of CRM integration with Drupal websites.

  1. Utilize the CRM’s API (if it exists in your version/license) to pull entities into Drupal. Then proceed in a similar vein to the SalesForce options via Services or a custom module
  2. Use the Migrate module and optionally the MSSQL Server PHP extension for any .NET based systems to directly query the CRM database and import into Drupal entities
  3. There is a Sandbox module for Dynamics integration

Integrate your Drupal Website with a CRM Platform

No doubt, this list does not include all CRM platforms for integration with Drupal websites. We only highlighted some of the most popular ones. Consider with all the advantages, drawbacks and features to find out which CRM can work for you.

Dedicated team at WishDesk can guide you through the implementation process if you have decided to integrate a particular CRM platform for your Drupal website. Also, we are always here to answer any questions or provide 24/7 support. Contact us to get help you need.

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