Derek Brown Asked: “I use Gravity Forms in a WordPress Website. Is there any way to send form fillouts into Agent CRM Contacts?” The Answer: Yes, you can seamlessly send form submissions from Gravity Forms on your WordPress website to Agent CRM contacts. By integrating…
Derek Brown Asked: “Hi guys! I was asked to post this question in here so that you can create a video for me (US). Please create a tutorial to show me how to connect my WordPress Gravity Forms, via Zapier, to Agent CRM contact. Thanks!”…
Christopher Duncan Asked: “How do I block out a specific range of time (for time off) without having to change my whole calendar so appointments are not made?” The Answer: You can easily block off specific time slots on your Agent CRM calendar without modifying…
Maurice Walker Asked: “Is there a way to have my calendar available for only two weeks at a time vs. the whole month? I prefer people not to book out so far in advance.” The Answer: Yes, you can adjust your calendar settings in Agent…
Michael Reynaga Asked: “If I’m trying to upload the appointment date and time that a customer selects into a Google Sheet using Zapier, what field would I be looking to select? Is it ‘Customer Created Date’?” The Answer: To upload the appointment date and time…
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…
David Day Asked: “Are we able to change the email we used to sign up with originally?” The Answer: Yes, you can change the email address associated with your Agent CRM account! Here’s how you can update it quickly and securely. How to Update Your…
William Noel Asked: “Do you have a media preference (i.e., image vs. video) for Facebook ads?” The Answer: Both images and videos can be highly effective in Facebook ads, depending on your campaign goals and audience preferences. However, video ads often deliver stronger engagement, more…
Wesley Raymond Ging Asked: “Just joined Agent CRM here for the 14-day test drive. I’ve been using Agency Elephant for about 6 months but looked at something else for reasons. The most use I have gotten out of automation is from internet lead requotes 6…
David Facer Asked: “Is there a way to schedule a call and have it send you a text on your phone or some other pop-up on your screen?” The Answer: Yes, you can set up a trigger in Agent CRM to send you a text…