The CRM in the platform is fully integrated with Zapier, allowing you to bring your leads into your sales funnel across multiple channels. Simplify your sales workflow, and customize your sales channels and drip sales process based on your lead sources.
To get started, click here to get an invite to use the platforms Zapier connection.
Once you have access to the application, you'll search for "Technology-Toolbox" any time you need to make a connection. The logo has a black square with a white Q in the middle.
When asked to log into your account to make the connection, you'll be asked for a username/password. You'll use the same email address you use to login to your account - but the password will be your API key. To find your API key, click the avatar in the upper-right hand corner in your account, go to "API Keys" and then copy the long string of letters and numbers. You will use that as the password to connect Zapier to your account.
To learn more about how to connect your CRM instance with Zapier to funnel your leads right into your sales process, click here and use the title "Zapier and CRM"
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