Roxanne McCallister asked us, “Can Agent CRM integrate with RingCentral?” “Not directly. But since both platforms are available on Zapier, then you can connect them.”
integration
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Roxanne McCallister asked us, “Can Agent CRM integrate with RingCentral?” “Not directly. But since both platforms are available on Zapier, then you can connect them.”
Ivan Chapa asked us, “How do I get my Facebook leads to be sent directly to my CRM” ” If you’re getting your leads from a Facebook ad. You can connect your account inside Agent CRM by going to Settings > Integrations. Once it’s connected,…
Vasu Mangla asked us, “Hi Can I integrate my existing business phone number with LeadConnector/ Twillio for calls and SMS” “You cannot use your own number in Twilio. Twilio provides the virtual number you can only use those number in Agent-CRM. But yes you can…
Scott Carpenter asked us, “I have recently launched a Giveaway Ad on through adbase. I followed the video and set up the automation and workflows. However, I would like to launch a final expense ad. I have been going through the video in the branning…
Agent CRM is a direct mailing automation tool specializing in offline and online marketing. There are many methods to use Agent CRM to enhance your direct mail strategy and boost sales, which will also expedite the process, save you more money, assist with lead nurturing,…
Jon Jordan asked us, “Are there any webinar integrations or recommendations?” “Technically you can run a webinar within the Agent CRM platform 1) You can connect your zoom account for a live webinar 2) You can record your webinar, then set up a funnel so…
E-Advise Insurance asked us, “Can the Dialer be integrated and used with my existing VOIP service? I use Skyetel VOIP for my numbers currently. Is it possible or would I need to transfer my numbers” “I’m not familiar with Skyetel but you most probably need…
Rhoda Woods asked us, “I sent a message to support over a week ago and never received a response other than the autoresponse. I watched the integration to Zapier training video but when I go into Zapier, I don’t see agentcrm as an option. I…
Edward Financial Group asked us, “I’m looking to redirect contact and survey question answers to a google sheet. I want it to continue to go into the CRM but also to a separate google sheet. Can you show me how?” “Zapier is going to be…