How do CRM and campaigns connect?

Short answer

CRM data should help campaigns know who to contact, what event or lead data to use, and which workflow stage should trigger communication.

Learn moreWhat are campaigns during beta?How do CRM automations work?

CRM source data

  • Lead name
  • Email address
  • Event type
  • Event date
  • Status or group
  • Assigned owner
  • Package or service interest
Learn moreHow do CRM automations work?What are campaigns during beta?

Useful campaign triggers

  • When a lead submits a form
  • When a lead moves to a specific group
  • When an event is created
  • When an event date is approaching
  • When a planning item needs attention
Learn moreHow do embedded CRM forms feed leads into boards?

Safety checks

  • Campaigns should preview recipients before sending.
  • Email templates should be reviewed before being automated.
  • Do not send test emails to real clients unless the campaign is clearly ready.
Learn moreWhat are campaigns during beta?How do CRM automations work?

Related articles

What are campaigns during beta?Learn moreHow do CRM automations work?Learn moreHow do embedded CRM forms feed leads into boards?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.