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…
integration
13 Articles
Original Question: Edward Financial Group asked:“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?” Answer: Yes! You can automatically…
Original Question: John Booker asked us: “How do I upload Facebook Ads generated prior to integration?” Answer: If you created Facebook Ads before integrating with Agent CRM, you will need to upload them manually to Facebook Ads Manager. Here’s how: Uploading Existing Ads to Facebook…
In this video, Ryan explains step-by-step how to integrate Mailbox Power with Agent CRM.
In this video, Ryan explains step-by-step how to integrate Lead Carrot with Agent CRM.