Pushing Lead Info to CRM
Written by Iryna
Updated 1 month ago
Once you have connected the external CRM or any other app to Smarter Contact, you can proceed with transferring the leads’ info from Smarter Contact.
1. Go to Messenger or Contacts page.
2. Click on the Conversation or Contact name to open a sidebar.
3. Click on the Export Lead Data icon next to the name of the Contact on the sidebar