Boldleads

Get to know the basics with a few helpful tips and tricks along the way!

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How Do I Connect a CRM that BoldLeads Doesn't Integrate With?

Is your CRM not support?

That's okay!  We have two other options that should hopefully do the trick!

Routing Email:

We can send your BoldLeads leads to other CRM providers using a routing email. Your other CRM provider can provide this to you.

Simply, paste the Routing Email Address into the Lead Notification Settings field when editing your Landing Page. When it is added, a copy of your incoming leads will be sent to your other CRM.

Please consult with your other provider for the correct Routing Email. Follow the instructions below to activate the connection.

IMPORTANT!  Since this type of integration is based on leads submitting the Landing Page and sending a notification email, existing leads will not transfer over.

STEP 1:  Hover over the Landing Pages tab and click on the View Landing Pages option.

ViewLandingPagesNav.png

STEP 2:  Click on the Pencil icon to edit the Landing Page that you would like to integrate with your other CRM.

LandingPagePencil.png

STEP 3:  Click on the bubble at the top labeled '3. Settings'.

LandingPageBubbles.png

STEP 4: Scroll down until you get to Lead Notification Settings and paste in the Routing Email Address into an available email fields.

LeadNotificationField.png

STEP 5:  Change the Email Notification Format from HTML to Plain Text (This makes it easier for your other CRM to translate the email properly).

EmailNotificationFormat.png

STEP 6:   Click on Save Changes.

SaveChanges.png

Zapier:

Zapier is a great integration solution!  They have hundreds of integrations with hundreds of third parties.  You can learn more about setting up Zapier by clicking here.

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