Greg Crawford Asked: “Does Agent CRM integrate with Zapier?” The Answer Yes, Agent CRM integrates with Zapier! This allows you to connect Agent CRM with thousands of other apps to automate workflows and streamline your processes. How It Works Zapier Integration Basics: With Zapier, you…
agent crm
621 Articles
Ramon Ayers Asked: “I created an email template. At the top of the email template is where I put my company logo. I sent a test email and unfortunately, my logo did not pop up. How do I get my company logo to pop up?”…
Ramon Ayers Asked: “Is it possible to send a text message out to all my leads and ask them to update their contact information via a survey or form builder and have it update their contact information live/automatically?” The Answer While it’s not possible to…
Paul J Da Costa Asked: I sent out a bulk email and I can see 56 out of 59 were delivered, but where do I find how many were opened? I have looked around but didn’t see anything. My dashboard has the funnel picture and…
Selecting a Winner for the Giveaway Funnel Susan Thomas Asked: “How do we know who wins from the giveaway funnel? Is the winner generated through the system?” The Answer: The system does not automatically generate a winner for your giveaway funnel—you get to pick the…
Tom May Asked: “Can I add a user to my Agent CRM?” The Answer: Yes, you can easily add a user to your Agent CRM account. Whether you’re bringing in a team member or need additional support, Agent CRM allows you to add users and…
Mitch Ashburn Asked: “I want to add a large number of people to a campaign in drip mode. I see how to do that with bulk emails, but how can I set a campaign to drip mode?” The Answer: Setting up a campaign in drip…
Keith Cobb Asked: “Is a Privacy Policy needed for a Facebook lead form?” The Answer: Yes, Facebook requires you to link to a privacy policy for your lead forms. This helps ensure compliance with their advertising policies and provides transparency to users about how their…