Integrations

CRM & voter contact integrations

Your campaign's system of record — where every supporter eventually lands.

Your CRM is the system of record. Every identified supporter should end up there with the consent evidence attached, not in a spreadsheet somebody forgets to import. Ballot Signal writes a normalized supporter record into your CRM and stamps it with the consent timestamp, the consent version, and the page URL where consent was captured — so the record can defend itself later.

Common field mapping

Supporter record → a person/contact object, with consent fields written to custom fields or tags, and page-intent signals written as activity, tags, or survey responses.

See the full supporter record →

CRM & voter contact: questions

Do you overwrite existing records in our CRM?

No. We match on lowercased-email hash first, then phone, then name + address. On a match we update only fields that are empty or that you have explicitly mapped as overwritable. On no match we create a new record. You choose create-only, update-only, or upsert per destination.

What happens to a supporter who later withdraws consent?

Withdrawal writes a consent-revoked event to the same record, stops all future pushes for that person, and is available on your export. We cannot delete data already inside your CRM — that stays your controller-side action, and our documentation tells you exactly which field to filter on.

Can we route different supporters to different CRMs?

Yes. Routing rules can key off page URL, UTM parameters, geography, or the intent signal that triggered the record — so a donate-page visitor and a volunteer-page visitor can land in different systems.

See what your own website already knows.

Book a 20-minute walkthrough. We will look at your site's current consent posture first — that part is useful whether or not you buy anything.