Integrate with: Riley

Updated 10 months ago by Christopher McHale

Here's how you integrate your LeadSite with Riley!

Riley is a CRM followup system.

To use Riley with your LeadSite, follow this process: 

  1. Send an email to Riley so they can get the leads setup in their system
  2. Go to your Riley account and Copy your email address
  3. Open the Apps Page on your LeadSite and click Settings
  4. Paste your Riley email into the Notification Email box and turn on Email Notifications
  5. Click Save and your new leads will be deposited into your Riley account 
  6. Optional: Add Riley To Any Additional Paths On Your LeadSite

Here's a video overview:

How did we do?