Leadpages provide the option to send opt-in data not only to your Email or Webinar service but also your Customer Relationship Management (CRM) System.
Integrate your Email or Webinar Service and your CRM
For this to work you would integrate your Leadpages account with
- An Email Service (such as aWeber, InfusionSoft, etc.) or Webinar Service (GoToWebinar)
- A CRM (SalesForce)
Make your Email or Webinar Service your Primary Integration
In your Leadpage, LeadBox or LeadLink
- Select your Email or Webinar Service as your Primary Integration.
- Choose the appropriate list/form as well.
PLEASE NOTE: This will not work with Lead Notifications set up as Primary Integration
Activate the CRM
- Set the Send To My CRM button to Yes, then choose your CRM (SalesForce)
- Choose the appropriate list/form.
- Adjust the remaining settings in this section and click Okay.
Finish and Save
Finish the setup of your integration and click Save
Please let us know if you have additional questions.
You can always file a support ticket if you have additional questions by clicking the Support button in your dashboard shown here or clicking here to file a support ticket.