To send leads to another platform, users can use connectors. We will send the lead directly to the other provider either via an API or an email.
There are certain CRM programs that are compatible with offrs. You are able to connect to the following:
- Boom Town
- Follow Up Boss
- Less Annoying CRM
- Agentology (Only Verified Leads)
If the CRM you use is not listed you may still be able to connect to it.
If you are not using the CRMs listed above, you may still be able to integrate your CRM program using the 'Generic Email Integration' option.
Make sure that your CRM program accepts Lead Email Specs.
(For additional info on how to ensure that your CRM program is properly connected to the Generic Email Integration locate the article 'Test Generic Email Integration CRM Connection.)
Note: You are only able to connect to one CRM at a time.
Once you connect with you CRM, we will send the designated leads automatically to the connected CRM.
You will have full access to your leads through offrs continually.
To connect to your CRM follow the steps below:
- Click on your name in the right hand corner.
- Click on 'Account Settings'.
- Scroll down to the 'Advanced' module.
- Click on 'Connectors'.
- Click on the 'Conncte' button next to the CRM you would like to integrate.
- Enter the necessary info.
- Click 'Save'.
After connecting to your CRM, you are able to select which leads to export.
Please select the tag or tags you would like to transfer via your connector. At the bottom of the 'Connectors' page you are able to select which leads to transfer.
When you have made your selections, make sure to click on 'Update'.
(To connect with Less Annoying CRM refer to the article 'How to Connect With My Less Annoying CRM Account'.)
There are a few additional steps to connecting with Less Annoying CRM.
(If you use Agentology refer to the article 'How to Connect With My Agentology Account'.)
If your CRM is Contactually, you must first find the API Key before you can connect.
(Go to the article 'How to Connect With My Contactually Account' if you are looking to connect with Contactually'.)
Thank you for reading this article. We hope we were able to help!
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