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What is Outfunnel?
Outfunnel is a platform designed to connect and synchronize sales and marketing data across various tools. It facilitates seamless integration between Customer Relationship Management (CRM) systems and other applications such as email marketing platforms, spreadsheets, and lead form tools. The primary goal of Outfunnel is to eliminate manual data entry and prevent broken workflows, thereby unifying sales and marketing information. This synchronization ensures that data like contacts and engagement metrics are consistently updated across all connected platforms.
By providing a unified view of customer interactions, Outfunnel helps businesses save time and simplify their reporting processes. The platform offers capabilities like recording email engagement directly within the CRM, tracking website visitor activity, and implementing lead scoring. These capabilities give sales teams more context about their leads, enabling them to prioritize efforts effectively. Unlike generic workflow automation tools, Outfunnel is purpose-built for sales and marketing, offering deeper and easier-to-set-up integrations specifically tailored to these workflows.
Features
- Data Sync: Syncs contacts, engagement, and lead forms between CRM, marketing automation, lead form, and reporting tools.
- Web Tracking: Tracks website visitor activity to provide sales teams with context on lead behavior.
- Lead Scoring: Calculates lead scores based on synced contact data and engagement to identify high-potential leads.
- CRM Integration: Offers deep integrations with popular CRMs including Pipedrive, HubSpot, Salesforce, and Copper.
- Email Engagement Recording: Records email opens, clicks, and other engagement metrics directly in the CRM.
- Purpose-Built for Sales & Marketing: Designed specifically for sales and marketing workflows, offering deeper and easier setup than generic automation tools.
Use Cases
- Automating contact synchronization between CRM and email marketing platforms like Mailchimp or ActiveCampaign.
- Providing sales teams with real-time email engagement data (opens, clicks) within their CRM.
- Tracking website visitor activity and linking it to CRM contacts for better lead intelligence.
- Implementing automated lead scoring to help sales teams prioritize leads based on engagement and fit.
- Unifying sales and marketing data for streamlined reporting and a comprehensive view of the customer journey.
- Connecting lead generation forms (e.g., Facebook Lead Ads, LinkedIn Lead Gen Forms, website forms) directly to the CRM.
FAQs
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What are “Active contacts” and how are they calculated?
A contact is counted as an Active Contact if they are part of an active sync, when email or web engagement is recorded for them, or when their lead score is calculated. This applies for the given billing period. -
Which CRMs and apps are supported?
Outfunnel supports CRMs like Pipedrive, Salesforce, Copper, and HubSpot CRM. It connects them with apps such as Mailchimp, ActiveCampaign, Brevo, Klaviyo, MailerLite, ConstantContact, HubSpot Marketing Hub, Calendly, Facebook and LinkedIn Lead Forms, and various web forms (Wix Forms, Elementor Forms, Gravity Forms, Contact Form 7). -
How do I know if I hit the limits of my pricing plan?
You will be notified via email when your account uses 80% of the plan limits and again when the limit is hit. The number of Active Contacts for the current billing period is visible on your account page at any time. -
What happens if I hit the limits?
To ensure uninterrupted service, Outfunnel may auto-upgrade your subscription when you cross the limits of your subscription plan. You can request to disable auto-upgrades by contacting support if you prefer to stop functionalities upon hitting limits. -
Is my data secure?
Yes, Outfunnel maintains a high standard for data security, employing tools and measures based on industry best practices. Their servers are hosted in the EU, and the service is GDPR compliant.
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