Christopher Duncan Asked:
“How can I take a lead that comes in to my non-Agent CRM form and get it into Agent CRM? I can easily use a webhook to get it from the non-Agent CRM form to a Google Sheet. What can I use to get it in Agent CRM?”
The Answer:
Great question! While you can use a webhook to transfer data to a Google Sheet, getting that data into Agent CRM is straightforward as well. Here’s how you can import your leads seamlessly.
Option 1: Import Leads Directly from a Google Sheet
If you’ve already used a webhook to transfer leads into a Google Sheet, you can upload those contacts to Agent CRM in just a few steps:
Step 1: Prepare Your Google Sheet
- Ensure your sheet is formatted correctly:
- Row 1: Include column headers such as First Name, Last Name, Email, Phone Number, etc.
- Data Rows: Each row should represent one contact.
Step 2: Export Your Google Sheet as a CSV
- In Google Sheets, click File >> Download >> Comma-separated values (.csv).
Step 3: Import Your Contacts into Agent CRM
- Log in to Agent CRM and go to Contacts >> Import Contacts.
- Upload your CSV file and map the fields from your file to the corresponding Agent CRM fields.
- Click Import, and your contacts will be added to your database.
For a step-by-step walkthrough, watch this video: How to Import Contacts into Agent CRM.
Option 2: Use Zapier for Automation
If you’d like to automate the process of transferring leads directly from a non-Agent CRM form to Agent CRM:
Step 1: Set Up a Zap
- Log in to Zapier and create a new Zap.
- Trigger App: Use the app managing your form or Google Sheets as the trigger.
- Trigger Event: Select the appropriate event (e.g., new row added to a Google Sheet).
Step 2: Connect Agent CRM
- Action App: Choose Agent CRM as the action app.
- Action Event: Select Create or Update Contact.
Step 3: Map Fields
- Map the fields from your form or Google Sheet (e.g., First Name, Email) to the appropriate fields in Agent CRM.
Step 4: Test and Activate
- Test the Zap to ensure data flows correctly, then activate it to automate the process.
Pro Tips for Managing Leads
- Tag Your Contacts: During import, add tags to organize your leads (e.g., “Imported Lead”).
- Set Up Follow-Up Campaigns: Use Agent CRM’s automation tools to engage imported leads immediately through email or SMS campaigns.
- Validate Your Data: Double-check imported data to ensure accuracy and completeness.
Learn More
For additional tips and strategies, explore these resources:
- Client Retention Strategies for Insurance Agents: A Step-by-Step Guide
- Importing Leads with Agent CRM: Step-by-Step Guide
- Close More Insurance Leads with Speed-to-Lead Automation Using Agent CRM
Also be sure to check out these beneficial videos on our Youtube channel: