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How does Snitcher's CRM integrations work?

How does Snitcher's CRM integrations work?

Leon avatar
Written by Leon
Updated over 2 weeks ago

CRM Integrations Overview

Snitcher integrates with several popular CRM platforms, enabling you to sync valuable website activity data directly to your CRM for more effective sales and marketing workflows.


Connecting Your CRM

Once you've connected your CRM, Snitcher will:

  • Sync behavioral data (e.g., sessions, pageviews) to existing CRM accounts that match organisations in Snitcher based on domain.

  • Allow you to configure which Snitcher fields should sync and how.

You can connect your CRM in two ways – by selecting the integrations button or going to the settings > integrations.


Configuring Field Sync

After connecting, you can configure field-level behavior:

  • Map Snitcher data fields to CRM fields.

  • Choose to sync data:

    • Only on create

    • On create and update

Some fields are fixed and cannot be reconfigured (though they can be removed if not needed):

  • Total Sessions

  • Total Pageviews

  • Total Time on Site

  • First Visit

  • Last Visit

  • Snitcher Tags

  • Snitcher Segment Names


Organisation Sync

What Happens After Connecting?

  • Snitcher syncs data to all existing CRM accounts that match a Snitcher organisation (by domain).

  • We do not create new CRM accounts automatically after connection.

When Are New Accounts Created?

Snitcher will only create new CRM accounts when:

  • You manually click “Send to CRM” on an organisation.

  • An automation is configured and the organisation is seen.

Matching Logic

We match company records by the domain names that are mapped on the integration page. This ensures no duplicate records are created.


Contact Sync

  • Contacts are not automatically created on connection.

  • A contact is only sent when:

    • You manually click “Send to [CRM]” on a contact.

    • (Upcoming) Contact sync automation is triggered.

Matching Logic

We match contact records by the email address that is mapped on the integration page. This ensures no duplicate records are created.


Deal Sync

  • When an organisation is synced, Snitcher pulls in all associated deals from the CRM.

  • Deal data is not pushed to the CRM but is available for segmentation in Snitcher.


Sync Behavior Summary

  • Snitcher pushes data to the CRM based on field mappings configured on the integration page.

  • Updates in Snitcher (e.g., tags, segments) are reflected in the CRM.

  • CRM → Snitcher sync is not yet supported for data updates (future feature).

  • You can still use CRM-originated data in Snitcher filters.


Field Sync Summary

Field Name

Description

CRM Object

Snitcher Segment

The name of the Snitcher segment this company is in

Company

Snitcher Tags

Tags added to the company in Snitcher

Company

Total Sessions

Number of sessions for the company

Company

Total Pageviews

Total website pageviews

Company

Total Time on Page

Total time spent on the website

Company

First Visit

Timestamp of the first session

Company

Last Visit

Timestamp of the most recent visit

Company

Custom Fields

Any other mapped Snitcher data

Company

Email

Email address of the identified contact

Contact

First Name

First name of the identified contact

Contact

Last Name

Last name of the identified contact

Contact

Title

Job title of the identified contact

Contact

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