Danny Ray asked:
“Can someone tell me the HTTP URL to post an API to the CRM? It’s for Quoters from SEO websites and long-form Facebook ads.”
Here’s the response and expanded details to clarify Agent CRM’s integration capabilities.
Direct Integration with Facebook Lead Ads
Agent CRM integrates directly with Facebook Lead Ads, meaning you don’t need an HTTP API URL for this specific use case. When you connect your Facebook account to Agent CRM, leads from your ads will flow automatically into the CRM without any additional setup.
- How to Connect:
- Navigate to Settings >> Integrations in Agent CRM.
- Connect your Facebook account and sync your lead forms to ensure seamless lead flow.
Using Zapier for External Integrations
For external tools like SEO websites or other platforms, Agent CRM provides integration capabilities via Zapier. Zapier acts as a bridge between Agent CRM and hundreds of other apps, enabling data to flow between them with ease.
- Access the Agent CRM Zapier App
- Use this link to access the Zapier app: Agent CRM Zapier App.
- Set Up Your Zap
- Create a Zap with your external tool as the Trigger (e.g., a form submission from your SEO website).
- Choose Agent CRM as the Action App and map the fields accordingly (e.g., Name, Email, Phone).
- Test and Activate
- Run a test to ensure data is flowing correctly, then activate the Zap to automate the integration.
Pro Tips for Effective Integrations
- Streamline Data Mapping: Ensure fields in your external tool match those in Agent CRM to avoid errors.
- Leverage Automation: Use workflows within Agent CRM to follow up with leads imported via Zapier automatically.
- Test Before Launch: Run tests to confirm all data flows smoothly into Agent CRM before going live.
Learn More
Explore additional resources to maximize your integration setup:
