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Getting Started: How do I send leads to my CRM?
Getting Started: How do I send leads to my CRM?
Updated over a week 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, you will see an icon with your profile name on it. 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 a variety of options for your account.

Step 3

Click on CRM From the list of options on the Integration page, click on the CRM option. This will bring you to the CRM integration page where you can set up your connection.

Step 4

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

Step 5

Enter Your API Token. The next step is to enter your API token for your CRM. This token is what allows leads.cometsuite.com and leads.whitelabelsuite.com to connect with your CRM. If you are unsure of where to find your API token, check with your CRM provider for specific instructions.

Step 6

Save Your Integration Once you have entered your API token, it is important to save your integration. To do this, simply click on the "Save" button at the bottom of the page.

That's it! Now your CRM is successfully integrated with leads.cometsuite.com or leads.whitelabelsuite.com. From this point on, your leads will automatically be transferred to your CRM, making your lead management process more efficient.

In summary, to set up your CRM integration, follow these steps:

1. Access your profile

2. Select Integration

3. Click on CRM

4. Name your connection

5. Enter your API token

6. Save your integration.

If you encounter any issues during this process, please refer to our help center for further assistance. Happy searching!

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