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Zapier Integration

6 Articles
Agent CRM Support
1 Min Read

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…

Agent CRM Support
1 Min Read

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…