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…
software troubleshooting
5 Articles
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: Stan Bodzick asked us: “Is there any way to book a callback appointment in my calendar using a pipeline stage and a trigger?” Answer: Currently, it is not possible to book an appointment automatically using a Pipeline Stage in conjunction with a Trigger…
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: William Noel asked us: “I am testing a new form, and half of the info is not being populated into Agent CRM. I’ve used my real name with a couple of my real email addresses and the triggers work, but the info is…