Original Question: Wesley Raymond Ging asked:“Am I able to manually put someone in a campaign while I add them to Agent CRM? I get leads from RocketPro one at a time, and it would be simpler just to add them to the campaign while I…
automation setup
7 Articles
Original Question: Larry Gatz asked us:“Hi—In triggers, is there a way to add logic to a condition? I have a trigger to add a client to a pipeline if they have a ‘Client’ tag, but I want to duplicate the trigger to put the leads…
Original Question: Kelly Spies asked us: “Quick question – is there a way to connect Gravity Forms without using Zapier? I have had billing issues with Zapier and until they have a more secure billing system, I won’t use them.” Answer: Yes, you can connect…
Original Question: Art Somma asked us: “Looking to see who is using the free giveaway funnel but to their own current clients. If so, how do you market to them?” Answer: Many agents successfully use the Giveaway Funnel as a way to stay engaged with…
Original Question: TL Priester asked us: “I’m importing leads from my CSV file, but it’s only importing the first lead. Any suggestions?” Answer: If your CSV file is only importing the first lead into Agent CRM, there are a few key things to check to…
Original Question: David Vargas asked us: “So Facebook is telling me that I am not connected to Agent CRM. How do I remedy this?” Answer: For a step-by-step walkthrough, watch this video guide: How to Integrate Facebook with Agent CRM Following these steps should resolve…
Original Question: Kyle Buxton asked us: “Hey guys, I’m new and setting up my opportunities and triggers. I got a trigger to work for when pipeline stages change, but I’m trying to set up a trigger to modify the current pipeline stage based on a…