How to Connect to your CRM

Updated a month ago ​by Christopher Tenerowicz

Automatically export your EAP leads to your existing CRM, like LionDesk or TopProducer!

Connecting to your CRM is easy with your LeadSite. 

First, navigate to Leads, and find the Connect to CRM button:

After clicking on that, you'll see this popup:

Your CRM can be integrated via a few different methods, depending on your provider. This can be a simple API key (just copy and paste over!), or a parsing email. If you aren't sure which your CRM uses, just contact Support.

After entering the appropriate integration info, just click Save Changes!

Now all future EAP leads (such as Squeeze, Contact Me, Instafarm, or LeadLock) will be exported to your CRM.

Tags: Contactually, CRM, LionDesk, Top Producer




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