If you’ve landed here, you’re probably trying to connect Enecto to your CRM so your sales team can actually use the data you’re collecting. You want something that works, doesn’t fall apart the first time a lead’s email bounces, and doesn’t require a PhD in “digital transformation.” This guide is for you—whether you’re a solo operator or wrangling a team.
Let’s cut through the hype and get to what actually matters: making Enecto and your CRM talk to each other, reliably and simply, so your team spends less time clicking around and more time closing deals.
What is Enecto, and why bother integrating?
Enecto is a tool that tries to tell you which companies are visiting your website—even if they don’t fill out a form. It does this by looking up IP addresses and matching them to company data. It’s not magic, and it’s not going to give you every lead on a silver platter, but it can give your sales team more to work with.
But here’s the catch: if that info is stuck in Enecto, it’s just another dashboard no one checks. Integrate it with your CRM, and suddenly those anonymous visitors become real leads, ready for your team to follow up.
Step 1: Get clear on what you actually want
Before you start wiring up tools, ask yourself:
- Who needs this data in your CRM? Is it just for sales, or does marketing want it too?
- What data do you care about? Company names, visit dates, page views, contact info (if Enecto finds it)—don’t dump everything.
- How will your team use it? Will reps reach out cold, or just log the visit for later?
Pro tip: Don’t try to sync every data point. Focus on what’s useful. Too much noise, and your team will ignore it.
Step 2: Check your CRM’s integration options
Not all CRMs are created equal. Here’s what to look for:
- Built-in integration: Some CRMs have an Enecto app or plugin. These are usually the easiest to set up, but don’t expect miracles—features are often basic.
- Zapier or similar tools: If there’s no direct integration, see if you can use Zapier, Make (formerly Integromat), or another connector. These are flexible but can be brittle if your workflow gets too complex.
- API integration: If you’ve got access to a developer (or you’re handy with APIs), both Enecto and most modern CRMs have APIs you can connect. This is the most customizable, but also the most work.
What works: Direct integrations and simple Zapier flows. What to watch out for: Custom API work is powerful, but it’s easy to overbuild. If you need to hire outside help, keep the scope tight.
Step 3: Map out your data flow
Don’t just wing it. Spend 10 minutes with a pen and paper (or a whiteboard) to sketch out:
- Which fields from Enecto go where in your CRM?
- Company name → Account/Organization
- Website visit date → Custom field or activity log
- Contact info (if found) → Lead or Contact
- What triggers a new record?
- Every visit?
- Only first-time visits?
- Only companies over a certain size?
- How do you prevent duplicates?
- Most CRMs have some deduplication, but don’t count on it catching everything.
Ignore: Vanity data. If your sales team never uses “number of employees” or “industry,” skip it.
Step 4: Set up the actual integration
The steps depend on your tools, but here’s the honest rundown:
A. Using a built-in connector
- Find the integration: In your CRM’s marketplace or Enecto’s settings.
- Connect accounts: Usually OAuth or API key.
- Choose what syncs: Select which Enecto data you want in your CRM.
- Test with a real lead: Don’t just trust the demo. Visit your site from a known company and see what lands in your CRM.
B. Using Zapier (or similar)
- Create a Zap: Enecto as the trigger, your CRM as the action.
- Set filters: E.g., only sync companies from certain industries, or with a minimum number of visits.
- Map the data: Match Enecto’s fields to your CRM’s fields.
- Test thoroughly: Zaps break more often than you’d think, especially if field names change or you get unexpected data.
C. Going the custom API route
- Read the docs: Both Enecto and your CRM should have API documentation. Don’t assume endpoints are obvious.
- Start small: Just sync company name and visit date first.
- Build in error handling: Assume bad data will come through. Log every failure.
- Iterate: Don’t try to build everything at once. Get something working, then layer on more.
Reality check: The more complex your integration, the more likely it’ll break down the line—especially when Enecto or your CRM updates their API.
Step 5: Set up notifications (but don’t spam your team)
You want to know when a hot prospect visits your site, but nobody wants a flood of useless alerts.
- Set sensible triggers: Only notify the rep assigned to that account, or only for repeat visits.
- Use digest emails: Instead of a ping for every visit, send a daily or weekly summary.
- Test with your team: Roll it out to a couple of reps first and get feedback. If everyone ignores the alerts, tweak your filters.
What to ignore: Vanity “look who visited!” alerts. If it’s not actionable, it’s just noise.
Step 6: Train your team (without overdoing it)
Don’t dump a 20-slide PowerPoint on your sales crew. Instead:
- Show them where to find the Enecto data in the CRM.
- Explain what it means—and what it doesn’t. (Just because a company visited doesn’t mean they’re ready for outreach.)
- Clarify what’s expected: Should reps call, email, or just make a note? Be specific.
Pro tip: The best training is a quick screen share or 5-minute video. Avoid “Here’s the documentation” unless someone asks.
Step 7: Review, clean up, and improve
Integrations are never set-and-forget. Schedule a check-in every month or so:
- Are you getting junk data? Tighten your filters.
- Are duplicates piling up? Adjust your deduplication logic.
- Is your team actually using the data? If not, ask why. Sometimes the data isn’t as useful as you hoped, and that’s fine—iterate.
Ignore: The urge to collect every possible data point. Pare down. Focus on what drives action.
Honest takes: What works, what doesn’t, what to skip
What works:
- Keeping the integration simple and focused on actionable data.
- Testing with real-world scenarios before rolling out to everyone.
- Regularly checking if the integration is still doing what you want.
What doesn’t:
- Overcomplicating things with “if-this-then-that” logic for every possible scenario.
- Assuming your CRM’s deduplication will save you from messy data.
- Blindly trusting automated alerts to drive action.
What to skip:
- Any “AI-powered” enrichment that promises to find you the perfect prospect every time. If it sounds too good to be true, it is.
- Integrating with your marketing automation tool unless you have a clear, real use case. More connections mean more things to break.
Keep it simple, and don’t be afraid to iterate
Connecting Enecto to your CRM shouldn’t be an epic saga. Start with the basics, get feedback from your team, and adjust as you go. The goal isn’t a perfect, all-seeing dashboard—it’s getting useful data to the people who can act on it. If you keep things clear and simple, your integration will actually get used—and you won’t dread fixing it next quarter.