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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.

INSTRUCTIONS:
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

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