During your Onboarding Call with a member of our Customer Support team, please have your CRM ready to be connected as we typically complete this and send a test lead on the call.
However, if you change CRM's or your process, you can update this within your portal.
If you experience any issues, please submit a ticket to our Customer Support team and we will be happy to help!
Our system supports direct integrations with GoHighLevel webhooks or API Keys/ Location ID and Podio webhooks. Any other CRM will need a Zapier Pro account and a webhook URL from Zapier.
If you are unfamiliar with how to setup a Zapier webhook, please submit a support ticket for our Customer Support team!
Please note- the "Send Test Lead" function in your portal only sends test leads to your CRM, not text or email notifications!
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