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Managing Leads with Zapier

 

 

Zapier is a platform that helps you connect your web apps and automate your workflow, so you can pass information instantly. Expand your current toolset without the hassel of transferring individual contacts.

New leads that you collect on AgentMarketing can be added to platforms such as Lionsdesk, Mailchimp, BoomTown!, and others.

Zapier offers connections to over 1,000+ apps. The majority of which are free to use.

If your office or team currently uses another platform, we highly encourage you to sync your accounts and make your workflow even simpler.

By "connecting" your CRM with AgentMarketing, any lead that comes from a lead source in AgentMarketing will automatically go into your preferred CRM, and vice versa.

Here is a link from our Knowledge Base on setting up your Zapier account and setting up a zap:   https://agentmarketing.com/am/knowledge-base/zapier-setup/