Sync your CRM data

Sync your CRM data

We provide a variety of ways for you to sync your CRM data to Delivra. Regardless of the method you choose, we recommend you send as much data as possible to Delivra so you have more flexibility in targeting your contacts. You can:

  • Manually upload CSV data files into your account.
  • Drop CSV files on our SFTP server for processing and get response files.
  • Develop with our API.
  • Utilize our Salesforce and/or Zapier integrations.
  • Use a platform integrator that provides sync capability with hundreds of software applications.

Depending on how you plan to sync your CRM data, you may need to coordinate with Delivra Support or your internal teams to get the data sync set up and tested. Email our Support team to get started.

    • Related Articles

    • Data Processing Addendums

      Delivra has prepared a DPA specific to our services. To request a DPA, please contact your CSM or email support@delivra.com.

    • Data & Security Policies

      You can review Delivra’s Trust Center to find information about the security measures used to keep your data private and safe. Information about Delivra’s processing of personal data can be found in our Privacy Statement and Cookie Notice. As a ...

    • ESP Migration Checklist

      We created this complete step-by-step guide to help you when migrating to Delivra from any platform. Pre-Migration Planning ☐ Audit current ESP setup: Lists & segments Automations/journeys Email templates Forms & landing pages Integrations (CRM, ...

    • Privacy Resources

      Privacy Governance at Delivra In April 2016, the General Data Protection Regulation (GDPR) — a joint proposal by the European Commission, European Parliament, and the Council of the EU which provides individuals with even greater control over the ...

    • Data Transfers

      Delivra Sub-Processors Name Processing Location Description Amazon Web Services United States Software infrastructure Kaleyra United States SMS message delivery Twilio United States SMS message delivery Slack United States User support/communication ...