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What Data to Sync Between CRM and Marketing Automation

Which CRM and marketing automation fields to sync, how to set directionality and timing, and best practices to prevent duplicates and stale data.

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When attempting to choose the right CRM for your business, you first need to recognise the concerns you’re trying to solve. Peter Drucker – regarded as being ‘The founder of modern management’ – once said, “Whenever you see a successful business...