If you’re here, you probably already use a CRM and want to actually do something useful with your Konnecto data—not just let it sit in a dashboard. Good news: with a little upfront work, you can get your customer insights flowing right into your CRM, where your team will actually see and use them. This guide is for anyone juggling marketing, sales, or customer success, who’s tired of siloed data and wants things to just… work.
Let’s cut through vague promises and get into what works (and what doesn’t).
What You Need to Know Before You Start
First, a quick reality check: no integration is ever as “seamless” as the marketing blurbs claim, but you can get pretty close with a clear plan. Here’s what you’ll need to have on hand:
- A Konnecto account (Konnecto) with admin access
- Your CRM admin credentials (Salesforce, HubSpot, Zoho, or whatever you’re using)
- A basic idea of what data you actually want to sync (Don’t try to pull everything—focus on what’s actionable)
- 30–60 minutes of uninterrupted time (You’ll thank yourself later)
Pro tip: Before you touch anything, clarify why you want to do this. Is it to arm sales with better leads? To get marketing attribution into the CRM? The “why” will help you ignore flashy features you don’t need.
Step 1: Map Out What Data Matters
Plenty of integrations fail because people try to sync everything and end up overwhelmed. Here’s how to avoid that:
- List the fields you want to sync. Is it lead source, campaign touchpoints, customer journey stages?
- Decide where it should go in your CRM. Not every bit of data deserves its own field—some can go in notes, some as custom fields.
- Sketch a simple mapping.
- Example: Konnecto’s “First Touchpoint” → CRM “Lead Source”
- Example: Konnecto’s “Purchase Intent Score” → CRM custom field “Intent Score”
Keep it simple. You can always add more fields later.
Step 2: Check Your CRM’s Integration Options
Konnecto doesn’t offer a native integration for every CRM under the sun. Here’s the real-world breakdown:
- If your CRM is supported (e.g., Salesforce, HubSpot): You’re in luck—a direct integration usually exists.
- If not: You’ll go the API or CSV import route. It’s a bit more manual but not rocket science.
How to Check:
- Log into your Konnecto dashboard.
- Head to “Integrations” or “Settings.”
- Look for your CRM on the list. If you see it, great; if not, start searching for API or export options.
Ignore the temptation to use third-party “integration platforms” unless you have a real need—they can add cost and complexity without much benefit for most teams.
Step 3: Connect Konnecto to Your CRM
If You Have a Native Integration
This is the easiest route. Here’s how it usually goes:
- In Konnecto, go to Integrations.
- Select your CRM. Hit “Connect” or “Authorize.”
- Authorize the connection. You’ll be redirected to your CRM to log in and approve access.
- Map the fields. Konnecto will usually let you pick which data goes where. Refer back to your mapping from Step 1.
- Test the sync. Push a test lead through and make sure the data lands where it should.
Watch out for: - Default field mappings that don’t quite match your needs—double-check them. - Overwriting existing CRM data. Always test on dummy records first.
If You Need to Use API or CSV
Not as slick, but still doable:
- Export data from Konnecto. Most platforms let you download CSVs or access data via API.
- Prepare your CRM for import.
- Make sure any custom fields exist.
- Clean your CSV—double-check columns and data types.
- Import into CRM.
- For CSV: Use your CRM’s import tool and map fields carefully.
- For API: You’ll probably need someone technical to help set up scripts or use tools like Postman or Zapier.
Pro tip: If you’re not technical, see if your CRM supports scheduled imports or simple automation tools; sometimes, you can automate this weekly without code.
Step 4: Test Everything (Seriously, Don’t Skip This)
Here’s where most headaches pop up:
- Test with a small batch. Don’t do a full sync until you’ve verified everything works.
- Check the data in the CRM. Are fields populating correctly? Are any records being overwritten or duplicated?
- Ask the people who’ll use the data. Sales, support, marketing—do they actually see and use the new info?
If something looks off, go back to your mapping or check for weird data formatting issues (dates and dropdowns are common culprits).
Step 5: Automate and Document
If everything checks out, set up automation so you don’t have to babysit the process:
- Native integration? Turn on auto-sync and set your frequency (daily, hourly, etc.).
- Manual import? Schedule a recurring export/import, or consider a lightweight automation tool (Zapier, Make.com) if your CRM supports it.
Document what you did. Even a simple Google Doc with: - What fields are synced - Where the data lives in the CRM - Who to contact if something breaks
You’ll save yourself (and your future teammates) a ton of time.
What Works, What Doesn’t, and What to Ignore
What works: - Starting with a small, clear set of fields to sync - Testing with dummy or low-priority data first - Keeping documentation up to date
What doesn’t: - Trying to sync every field “just in case” - Relying on one-off manual exports forever - Overcomplicating things with too many middleman tools
Ignore: - Shiny features that sound cool but don’t actually help your team’s workflow - Generic promises about “seamless” AI-powered integration—if it sounds too good to be true, it probably needs more manual setup than you expect
Keep It Simple and Iterate
Getting Konnecto data into your CRM isn’t a magic bullet, but it’s a solid step toward making your insights actually usable. Start small, keep it simple, and tune things as you go. Most importantly, make sure the data you’re syncing is actually helping your team do their jobs better—not just creating noise.
Iterate, improve, and don’t be afraid to trim back fields if nobody’s using them. The goal isn’t to have more data, but to have better data where it counts.