Integrating your Google and Facebook accounts with Agent CRM is an important step to use the platform. These integrations enable seamless access to essential tools, such as email, calendars, and ad accounts, all from within Agent CRM. In this guide, we’ll walk you through the simple steps to get started.

Why Integrate Google and Facebook with Agent CRM?

Connecting these platforms enhances your workflow by:

  • Streamlining Communication: Sync emails and calendars to manage client interactions effortlessly.
  • Optimizing Ad Campaigns: Manage and track Facebook ads directly from Agent CRM.
  • Increasing Efficiency: Centralize all your tools and data in one place, saving time and reducing complexity.

Step-by-Step Guide to Integrating Your Accounts

  1. Log In to Your Accounts:

    • Ensure you’re logged into both your Google and Facebook accounts on the browser where you’re accessing Agent CRM.

  2. Connect Your Accounts:

    • Navigate to Settings in your Agent CRM dashboard.
    • Under the Integrations section, locate Google and Facebook.
    • Click Connect for the desired integration and follow the prompts to authorize access.

That’s it! Once connected, you’ll have access to features like email syncing, calendar management, and Facebook ad tools directly within Agent CRM.

For more detailed instructions on getting started, read our blog post, Getting Started with Agent CRM: Phone Numbers​.

Enhancing Your Workflow with Integrations

Agent CRM’s integrations with Google and Facebook unlock a range of benefits:

  • Email Syncing: Keep track of client conversations without leaving the platform.
  • Calendar Integration: Manage appointments and reminders in sync with your CRM.
  • Ad Campaign Management: Simplify creating, tracking, and optimizing Facebook ads.

For additional insights into maximizing these features, explore Triggers Overview​.

Learn More

Want to deepen your understanding of Agent CRM? Explore these helpful resources:

Bonus Resource: Watch and Learn


Facebook, Getting Started, zapier

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