Integrate Infor CRM with Notes

Infor CRM and Notes Integration

Infor CRM Logo
IBM Notes Logo

Integrate Infor CRM & Notes to Automate Cases & Leads

Today, omnichannel communication is more than just preferred, it’s expected. Businesses must be accessible via phone, Web, social media, and email. When a lead or support case comes in through your Notes, it should quickly translate to your Infor CRM. Even if you save your email to Infor CRM it’s just putting a Band-Aid on the bigger issue. Forget to save the message and you’ll end up wading through two systems to match the data.

Integrating Infor CRM and Notes automates the creation of lead and support cases to eliminate double-work and reduce data loss. StarfishETL email integration allows users to create and track conversations associated to a case by monitoring Notes inboxes and entering the case into Infor CRM. It also automates responses to keep your customers informed. In a similar way, StarfishETL can create new leads from your Notes inbox, assign them to the sales team, and provide automated responses for status updates.

What Infor CRM Information Integrates with My Notes?

Your Infor CRM will determine much of what can be integrated with your Notes. The supported modules may differ from provider to provider. However, here are a few examples of what can typically integrate between Notes and Infor CRM:

  • Inbound emails
  • Sent emails
  • Attachments
  • Calendar meetings
  • Calendar tasks
  • Calendar calls
  • Email contacts

Two-Fold Data Security

Maintaining data law compliance with Amazon Web is only the baseline of StarfishETL’s security principles. We use our own strict data encryption to create two-fold security protocols between Amazon and our internal servers. StarfishETL is committed to providing the highest level of protected infrastructure for your data. We’ll never compromise your privacy.

Super Support Staff

Our support network has the inherent knowledge, expertise, and problem-solving capacity to guide your implementation towards success. StarfishETL has strategic partnerships across the country to give you the most convenient access to the help you need.  We can even do the entire integration for you. Just ask! 

Fill out the form with your comments and let us know how our support staff can help you. 

Basic

$ 150/ Month
  • Best for on-premises integrations where data mapping requirements are straightforward. StarfishETL standard maps address typical data integration requirements.

  • Integrations

    1 fixed integration

  • Maps extensibility

    Select from list of pre-defined, non-customizable standard maps
  • Support

    Forum and email with case portal access

  • Payment

    Pre-paid annually
  • Alerting and notification

    Email notification for exceptions
  • Scheduling

    Configurable using administrator
  • Integration Connectors

    Select from list of standard Starfish connectors
  • Server Licenses

    1 Production

Enterprise

$ 2,000/ Month
  • Best for integrations that require the greatest flexibility with deployment strategies to fit unique IT requirements, data customizations, security, disaster recovery, and scalability.
  • Integrations

    Unlimited customizable integrations

  • Maps extensibility

    Select from list of standard maps, extend existing maps, or create new maps using Starfish designer
  • Support

    Unlimited forum and email with case portal access, plus up to 2 voice support calls per year

  • Payment

    Pre-paid annually
  • Alerting and notification

    Watchdog monitor, email notification of exception
  • Scheduling

    Configurable using administrator
  • Integration Connectors

    Custom connectors supported
  • Server Licenses

    1 production, 1 test, 1 developer, 1 recovery

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Request a Custom Quote

Need a more personalized experience? We can put together a custom quote and work within your budget.