Dodge Construction Network provides construction-market intelligence and project information that helps AEC firms identify upcoming opportunities. The Dodge integration with Unanet CRM brings new and updated construction leads into CRM so business-development teams can manage and follow up on opportunities in one place.
Key benefits
- Bring construction leads directly into Unanet CRM
- Reduce manual lead entry from external lead sources
- Keep lead records updated with new and changed information
- Give business-development teams one place to manage lead follow-up
Integration overview
Dodge provides daily query results through an FTP site. Unanet CRM retrieves the XML export and imports new and updated lead records into Unanet CRM.
The integration is designed to bring Dodge construction project information into Unanet CRM Leads so teams can manage lead activity alongside their existing business-development workflows.
How it works
Dodge clients arrange for daily CRM export or query results to be delivered to an FTP site and provide the connection details for the integration. Unanet CRM uses the configured FTP credentials to retrieve the nightly XML file and load the records into CRM Leads.
New lead records are created, while updates to existing leads are applied through the configured import process.