CRM Connectors

Get started with CRM connectors

Adobe Campaign provides various CRM connectors for linking your Adobe Campaign platform to your third-party systems. These CRM connectors enable you to synchronize contacts, accounts, purchases, etc. They make for easy integration of your application with various third-party and business applications.

These connectors enable quick and easy data integration: Adobe Campaign provides a dedicated wizard for collecting and selecting from the tables available in the CRM. This guarantees two-directional synchronization to make sure data is up-to-date at all times throughout the systems.

NOTE

This feature is available in Adobe Campaign through the CRM connectors dedicated package.

Compatible systems

Supported CRM and versions are detailed in Campaign Compatibility matrix.

NOTE

The CRM connectors only work with a secure URL (https).

Implementation steps

Learn step-by-step procedure to connect Campaign and Microsoft Dynamics in this section

In general, to use CRM connectors in Adobe Campaign, follow these steps:

  1. Create a new external account via the Administration > Platform > External accounts node of the Adobe Campaign tree.

  2. Select the CRM system you need to connect Campaign to.

  3. Enter settings to enable connection.

  4. Run the configuration wizard to generate the available CRM table: the configuration wizard lets you collect tables and create the matching schema.

    Example for Salesforce configuration wizard:

    NOTE

    To approve the setup, you need to log off and back on to the Adobe Campaign console.

  5. Check the schema generated in Adobe Campaign in the Administration > Configuration > Data schemas node.

    Example for Salesforce schema:

  6. Once the schema is created, you can synchronize enumerations automatically via the CRM to Adobe Campaign.

    To do this, click the Synchronizing enumerations… link and select the Adobe Campaign enumeration that matches the CRM enumeration.

    NOTE

    You can replace all values of an Adobe Campaign enumeration with those of the CRM: to do this, select Yes in the Replace column.

    Example for Salesforce enumerations:

    Click Next and then Start to start importing the list.

  7. Check the imported values in the Administration > Platform > Enumerations menu.

    NOTE

    Multiple selection enumerations in Salesforce are not supported.

  8. To synchronize data between Adobe Campaign data and the CRM system, you need to create a workflow and use the CRM connector activity.

    Learn more about data synchronization in this page.

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