CRM integrations

The Optimizely Campaign CRM integrations lets you manage campaigns and select leads and contacts as in your CRM system, and work with mailing creation and dispatch in Optimizely Campaign. You can send personalized content and measure campaign performance directly in CRM, and based on the data, design multistage and re-mailing campaigns.

See the CRM integration guide for an introduction to working with Optimizely Campaign and CRM systems.

CRM systems

Theme	Integration	Microsoft Dynamics CRM	Salesforce	SAP
DOI A practice in which a recipient consents to receiving email from the sender before any promotional email is sent. Recipients receive an email with a double opt-in link, which they must click to confirm their interest. Round-Trip	Automatic synchronization of unsubscribes	✓	✓	✓
	Send DOI	✓	✘	✘
	Import DOI	✓	✓	✘
	Multiple DOI per entity	✓	✓	✓
	Flexible DOI mapping — Multi client mapping	✓	✓	✓
Campaigns	Selections in CRM	✓	✓	✘
	Start campaign	✓	✓	✘
	Assign Optimizely Campaign reactions	✓	✓	✘
	Transmission of custom fields	✓	✓	✓
Recipients	Synchronization of recipient lists	✓	✓	✓
	Use Marketing Automation	✓	✓	✓
	Use Smart Campaigns functions	✓	✓	✓
	Custom fields	✓	✓	✓
Admin	Flexible client mapping	✓	✓	✓
	Scalability	✓	✓	✓
	Support newest versions	✓	✓	✓
	Full featured admin interface	✓	✓	✘
Messaging	Send transactional-mails	✓	✘	✘
	Omni-channel support (E-Mail, SMS, Mobile Push Message that appears on the recipient's mobile device or web browser without any special request.)	✓	✓	✓
	Bounce management	✓	✓	✓
Platform specific	Support PersonAccounts (Salesforce)	✘	✓	✘
	Support B2B und B2C (SAP CRM)	✘	✘	✓
	Support managed packages	✓	✘	✘