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E-mail campaign initiated in Lime CRM, Event campaign initiated in Lime…
E-mail campaign initiated in Lime CRM
Target group / segment created in Lime CRM
Target group/segment synched to Apsis
E-mails / SMS sent from Apsis
Profile takes action on e-mail / SMS
Profile has CRM ID
Action data synched back to Lime CRM
Link clicked
Interest indicator
E-mail opened
Profile doesn't have CRM ID
Profile not qualified for synch
Stays in Apsis
Profile qualified for synch
Profile synched to Lime CRM lead module
Name
Organisation
E-mail
Phone
Interest indicator
E-mail opened
Link klicked
Lead contact
Target group/segment extended from Apsis data
Event campaign initiated in Lime CRM
Target group / segment created in Lime CRM
Target group/segment synched to Apsis
Event invitations sent from Apsis
CRM Profile registers for event
Profile checks into event
Event action data synched back to Lime CRM
Show / no-show
Interest indicator
Profile no-shows for event
Unknown profile registers for event
Profile checks into event
Event action data synched back to Lime CRM lead module
Name
Organisation
E-mail
Phone
Interest indicator
Lead contact
Profile no-shows for event
Lead/order Form created in Apsis
Form embedded on website
Profile fills out form
Profile qualified for synch
Profile has no CRM ID
Form data synched to Apsis Lead module
E-mail
Request
Name
Interest indicator
Lead contact
Organisation
Profile has CRM ID
Form data synched to Lime CRM
Request
Interest indicator
Web activitiy on ri.se
Profile takes actions to trigger MA flow
Unknown profile
Stays in Apsis until identified
Profile has CRM ID
Action data synched to Lime CRM
Pages visited
Interest indicator
Lead contact