Journeys and CRM integrations
This article explains how to use journeys and CRM integrations in Tarvent Journeys.
What we'll cover
1 Concepts
Purpose
This article explains how to use Journeys and CRM integrations in Tarvent Journeys.
Where to find it
Open the journey editor and use the left panel, the journey map, or the right-side editor depending on the feature you are working with.
Save changes
After changing settings, click Save to keep the update.
Integration fields
CRM steps may include fields such as Integration, Pipeline, Scope, or assignment options, depending on the action.
Note: Most journey items are configured in the right-side editor after you click the item in the journey map.
2 How to use it
Here are the steps:
- Open the journey you want to work with.
- Locate the item in the journey map or add it from Add if it is not already on the map.
- Click the item to open the editor on the right side.
- Configure the settings for your use case, and then click Save.
3 Use cases and examples
Common use cases:
- Create a task for a sales rep when engagement increases
- Add or update a pipeline item from journey activity
- Add a CRM note to keep the team informed of automation milestones
Pro-tip: Keep the journey path simple first, and then add more conditions or branches after the basic flow is working.
4 FAQ
Can I use this in a running journey?
Most journey features can be updated while a journey is running, but test carefully when contacts are already active.
Do journey settings still apply?
Yes. Journey-level settings and contact criteria continue to affect how contacts move through the journey.
What is the safest way to test?
Use a small internal segment or a draft journey before launching to a larger audience.
5 Need help?
If you need help with setup or troubleshooting, contact support. We are happy to help.