Social Agent Zapier to EngageMore Integration
Are you creating Facebook leads with the Social Agent program? This informative lesson will show you how to change your CRM integration to EngageMore CRM. It works like a dream! Watch how we created the Zapier integration quickly and easily and set up a Drip Flow to match your ad within EngageMore by cloning a Facebook flow already built for you in your account.
We also cover how to set up a recurring listing flow too to send your lead to your site over and over to view properties that match your Facebook ad. So cool!!!
PHONE IMPORTING UPDATE: This training will also show you how to opt-in your lead for texting in the same integration. You must have your Voice Touch number set up to text! NOTE: the lesson states you should import leads into Phone box 3, but you can now import into any phone box you want. If you add the number to phone box 1, your notifications of new leads coming from EngageMore CRM will provide you the phone number of your contact.
NOTE: Access the list of Drip Flow Triggers here. We suggest that you print it out and keep it handy to reference. Drip Flow Trigger Form Field List
ABOUT ZAPIER: Integrations using Zapier does require a paid Zapier account. We highly recommend Zapier for many different amazing integrations coming in and going out of EngageMore CRM. Please know that EngageMore CRM can provide you help connecting and managing Zapier. We offer set up and monthly management services for you Click here to learn more.