Ramiro Cabrera Asked: “Quick question: Has anyone used the system to generate leads for referral partners? TIA” The Answer: Yes! Agent CRM offers a Referral Marketing Campaign that’s perfect for generating leads specifically for referral partners. This campaign is designed to streamline the referral process…
Webhooks
3 Articles
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…
In this video, Ryan explains using webhooks to pull leads from Agent CRM to Zapier.