Overview

This article provides an overview of how Influitive integrates with CRM and Marketing Automation tools, focusing on the referral process and lead management. It includes a video tutorial and step-by-step guidance on accessing and managing integrations within the Influitive platform.

 

Information

Learn the basics of Influitive integrations and how to effectively manage leads and referrals within your AdvocateHub. The article covers accessing integration options, understanding active integrations, and mapping lead information to external systems.

 

 

 

In this video, we show you the basic principles of how leads are passed from your AdvocateHub into the CRM or Marketing Automation tools you use. Check it out!

Today we’re going to be discussing Influitive Integrations from a bird’s eye view, specifically in regards to referrals and pushing leads. We want to help you understand how information passes from Influitive into your Marketing Automation, CRM, or other software system.

In your hub, you can access all integrations and their options from the Integrations page. Click the Admin Dropdown in the top right corner, then integrations.

From here, you’ll see the list of all integrations your Hub has active, and available to activate.

All integrations used for pushing leads will have a very similar set of mapping options.

You can push prospect, contact, and referral campaign information to the external system.

Prospect information is Lead information collected on the Referral form, Contact information is the Advocate or person who submitted the lead, and Referral campaign info includes the referral’s ID, and the Referral campaigns ID and name.

 

FAQ

What is Influitive?

Influitive is a platform that helps companies mobilize their advocates and fans to support marketing, referral, and customer engagement initiatives.

How do integrations work within Influitive?

Integrations in Influitive allow you to connect your AdvocateHub with external CRM and Marketing Automation tools to manage leads and referrals efficiently.

What information can be pushed from Influitive to other systems?

You can push prospect information, contact information of the advocate, and referral campaign details to your connected external systems.