If you’re running CABoom ads, you know how powerful they are at grabbing attention. But leads are only as good as the follow-up—and that’s where Agent CRM comes in. With our direct integration, CABoom leads are instantly sent into your Agent CRM system, fully tagged and ready for automated follow-up.

In this guide, we’ll show you exactly how to set up the CABoom + Agent CRM integration so you can start converting leads on autopilot.

🛠 Step 1: Grab Your CABoom Link from Agent CRM

Inside your Agent CRM account:

  • Navigate to Settings > Integrations > LeadConnector Forms.

  • Copy the webhook or form link provided there.

  • This is the unique link CABoom needs to send leads directly to your account.

📥 Step 2: Add Your Link Inside CABoom

Once you’ve copied your Agent CRM form/webhook link:

  • Head over to your CABoom dashboard.

  • Paste the link in the “CRM Integration” or “Webhook” section.

  • Save your settings.

From this point forward, every lead that comes in through CABoom will be instantly sent into your Agent CRM database.

🏷 Step 3: Understand What Happens in Agent CRM

Here’s what happens automatically once the integration is live:

  • Leads will be tagged as CABoom Lead.

  • They’ll appear in your Leads tab inside Agent CRM.

  • Your Branning Bundle automation will fire (specifically the 🟣 2.0 New Lead campaign).

  • Leads will receive your preset texts, emails, and call reminders automatically.

You don’t need to set up anything else—Agent CRM takes over from the moment the lead enters your system.

🤖 Bonus: Using AI + CABoom

If you’ve turned on AgentAI for your insurance product (like Medicare or Final Expense), your leads will not only get messages—they’ll also have their questions answered by your trained AI bot. This adds a personal touch without requiring you to be on-call 24/7.

✅ Final Step: Test the Integration

After setup:

  • Submit a test lead through your CABoom landing page.

  • Open your Agent CRM contacts list and confirm the lead arrived.

  • Check for the right tag and ensure the workflow started correctly.

🚀 Ready to Scale?

With the CABoom + Agent CRM integration in place, you can:

  • Automate follow-up

  • Track all leads in one place

  • Close more deals without chasing leads manually

If you haven’t yet created your Agent CRM account, you can start your free 14-day trial here:
👉 Start Your Free Trial


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