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What's New Getting Started Drag and Drop Standard Builder Integrations Center

How To Integrate Leadpages With My Customer Relationship Management System (CRM)

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

Make your Email or Webinar Service your 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.
Activate the CRM

Finish and Save

Finish the setup of your integration and click Save

Finish and Save
 

(Updated 3/30/16)


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.

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