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How Do I Send Contacts To My CRM?
How Do I Send Contacts To My CRM?
Updated over 3 months ago

Introduction

To successfully integrate your CRM with the software and export your leads, there are a few simple steps you will need to follow. To export your leads, first log into your account.

Step 1

Access Your Profile In the top right corner of the page. Click on this icon to open up a drop-down menu.

Step 2

Select Integration from the drop-down menu to start the setup process. This will bring you to a new page with various options for your account.

Step 3

Click on Connect CRM under option. This will bring you to the subaccount integration page, where you can set up your subaccount and connect it.

Step 4

Name Your Connection. To easily identify your integration, later on, giving your connection a name is important. Select the "Name" field and enter a unique name for your integration.

In summary, these are the steps involved when connecting your CRM to the Lead Generation Tool. You can connect as many subaccounts as you'd like as there is no limit on the integrations within our Lead Generation Tool.

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