Kevin Lyles Asked: “Is there a calendar scheduling link I can send out to prospective clients, or do I have to create a landing page with my calendar form?” The Answer: You can do either! Agent CRM gives you the flexibility to send a direct…
marketing automation.
152 Articles
Rozalyn Fisher Asked: “Is there a way to share funnels with other Agent CRM users that are not in your agency or account?” The Answer: Yes, you can share funnels with other Agent CRM users outside your agency or account. However, this requires a manual…
Michael Reynaga Asked: “If I’m trying to upload the appointment date and time that a customer selects into a Google Sheet using Zapier, what field would I be looking to select? Is it ‘Customer Created Date’?” The Answer: To upload the appointment date and time…
Christopher Duncan Asked: “How can I take a lead that comes in to my non-Agent CRM form and get it into Agent CRM? I can easily use a webhook to get it from the non-Agent CRM form to a Google Sheet. What can I use…
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…
Ross Cathie Asked: “Can you add a way of seeing which email addresses are the ones that opened from a campaign? It would make sense to focus follow-up on those.” The Answer: Yes, it’s absolutely possible to see which email addresses opened your campaign in…
Danny Ray asked: “Can someone tell me the HTTP URL to post an API to the CRM? It’s for Quoters from SEO websites and long-form Facebook ads.” Here’s the response and expanded details to clarify Agent CRM’s integration capabilities. Direct Integration with Facebook Lead Ads…
In this video, Ryan shows you how to edit the Life Insurance Funnel that is available for free in our Click & Play library. You can request it at http://clickandplay.live/