Rick Ali Asked:
“Do you have an option to bring Mini Chat leads into Agent CRM?”
The Answer:
Yes, you can integrate Mini Chat leads into Agent CRM using Zapier. This integration allows for seamless automation of lead transfers between platforms.
How to Integrate Mini Chat with Agent CRM via Zapier
- Set Up a Zapier Account:
- Visit Zapier and sign up for an account.
- Create a New Zap:
- In Zapier, click on “Create Zap”.
- Choose Mini Chat as the trigger app and select the appropriate trigger event (e.g., new subscriber).
- Configure the Trigger:
- Connect your Mini Chat account to Zapier.
- Set up the trigger to activate when a new lead is captured.
- Set Up the Action:
- Choose Agent CRM as the action app.
- Select the action event, such as “Create Contact”.
- Map the Data Fields:
- Align fields from Mini Chat (e.g., name, email) to corresponding fields in Agent CRM.
- Test and Activate the Zap:
- Run a test to ensure data transfers correctly.
- If successful, turn on the Zap to enable the integration.
Additional Resources
For more information on Agent CRM, consider exploring the following resources:
- Blog Post: 3-Way Calling Made Easy with Agent CRM
- Blog Post: What Can Agent CRM Do?
Watch and Learn
For a more beneficial resources, be sure to check out the Agent CRM Youtube Channel: Agent CRM – YouTube Channel
Show Comments