Marcus Farmer asked us, “Can Agent crm be connected to zoho crm?” “I believe you can do that through Zapier. Zapier is an automation software tool that speaks between different platforms. So basically, you can take someone from any app that Zapier connects with and…
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Becky Chopek Wilson asked us, “Is Agent CRM compatible with any of the P&C Agency management systems?” “If those systems integrate with Zapier (https://zapier.com), you will be able to use Zapier to connect your other systems and Agent CRM. You can learn more about the…
Becky Chopek Wilson asked us, “I have two questions: 1. Would having Zapier make Agent CRM work better in any way? 2. Is there any way to make my client intake form auto fill into a new contact?” “1. The way that Zapier makes Agent…
Edward Financial Group asked us, “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?” “Zapier is going to be…
Jeremiah Nolen asked us, “I have a Jotform that my Facebook leads can fill out after submission and also send emails out to them once they submit the Info. Anyway I can have that info or maybe just the link to their form attach to…
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 more secure billing system I won’t use them.” “I think this would be an amazing question…
Jamie Hourahan asked us, “I want to know if wiring Agent CRM to Hubspot is possible with Zapier? If so where can I get the API Key?” “Agent CRM does connect with Zapier! This section of the Agent CRM training course explains more about the…
Greg Crawford asked us, “Does agent CRM integrate with Zapier?” “This section of the Agent CRM training course explains more about the Zapier integration. https://www.branninglibrary.com/…/14960464-start-here“