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!”…
Contact Management
49 Articles
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…
In this video, Ryan explains how to add contacts to Agent CRM using Zapier.
Creating a campaign in Agent CRM is a powerful way to engage leads and clients, sending personalized emails or text messages to nurture relationships or drive actions. With the platform’s latest updates, adding contacts to campaigns has never been easier. This guide will walk you…
Common Issues and Fixes: Check the Email/SMS Content for Formatting Errors Ensure there are no missing } or overuse of triple curly brackets {{{ }}} in your message templates. Incorrect formatting of placeholders can break the email logic, causing the trigger to fail. Fix: Review…
In this video, Ryan goes over how to order your contacts and how to easily see your contacts and their answers to the giveaway questions.
In this video, Ryan shows you how to filter contacts and create lists to organize your contacts.
Campaigns are a cornerstone of effective client engagement. By creating and managing campaigns in Agent CRM, you can easily communicate with your audience, nurture leads, and convert them into loyal clients. Let’s walk through the process of creating a campaign and adding contacts to it…