We currently have direct integrations with Salesforce.
There are two options if you want to get your ThankView data back into CRM:
- You can download the CSV of your metrics on the metrics page and upload that into your CRM
- We can set up a SFTP to which on a daily basis would automatically upload your data from ThankView into the SFTP to which you can hook up to your CRM.
Currently we are looking at ways to integrate with many of the other large CRM’s (including Raiser’s Edge, Banner, Ellucian, etc).
Please note that CRM Integration is only available for partners with the Enterprise package.
Feel free to reach out to email@example.com for more info on getting you setup!