Marketing integrations

Where the lead becomes a client, and compliance begins.

92 systems and tools 67 systems of record 6 tools in a workflow

Marketing systems are where clients arrive. They are not where compliance belongs — but the handoff between the two is worth getting right, because it is the point where a prospect becomes a person you have obligations about.

StackGo sits after that handoff. These integrations exist so the transition from lead to onboarding is clean, not so marketing data ends up in a compliance file.

Systems of record

Triggered from, written back to

The workflow starts in these and the answer goes back into them. They stay your source of truth.

Tools in a workflow

Used at a step

One job each, inside a workflow StackGo runs.

Also listed here

Systems whose home is another category

These play a marketing role but live elsewhere. One page per system, no duplicates.

HubSpot CRM

Salesforce CRM

Pipedrive CRM

Vida Communication

Zoominfo CRM

Plus 7 more that play a smaller marketing role. Each has its own page in its own category.

Choosing

Where to draw the line

Never run checks on a lead. A prospect is not a client and you have no basis to screen them. Trigger on conversion, not on interest.

Keep marketing data out of the compliance record. Campaign source is not relevant to a risk assessment and does not belong in an audit file.

Watch the consent boundary. Consent to be marketed to is not consent to be verified. They are different bases and should be captured separately.

Hand off cleanly. One event, one system, one owner. Ambiguity here is how clients get onboarded twice or not at all.

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Communication CRM Client onboarding Project management Practice management Forms & scheduling

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