Introduction to Agile CRM
Agile CRM is an all-in-one customer relationship management (CRM) platform designed to help small and medium-sized businesses manage sales, marketing, and customer service efforts seamlessly. It offers tools for contact management, email marketing, web engagement, and automation, allowing businesses to streamline their customer interactions and sales pipelines.
By using Agile CRM, businesses can enhance their lead management processes by centralizing and automating tasks like tracking leads, scoring them based on engagement, and moving them through the sales funnel. It’s a powerful tool for companies looking to improve efficiency, boost conversions, and provide better customer support.
Benefits of Using LeadSync to Send Leads to Agile CRM
LeadSync enables businesses to easily transfer leads generated from Facebook Lead Ads directly into Agile CRM in real-time. This integration simplifies the lead management process, allowing for faster follow-ups and more personalized customer journeys. Here are some key benefits of using LeadSync to send Facebook leads to Agile CRM:
- Instant Lead Delivery: No need to manually export and import lead data. LeadSync automates the process by syncing leads immediately after they are captured.
- Improved Response Time: With leads arriving instantly in Agile CRM, businesses can respond to new inquiries quickly, improving the likelihood of conversion.
- Seamless CRM Integration: LeadSync ensures that all essential lead information, including contact details and custom form fields, is transferred accurately to Agile CRM, maintaining the quality and richness of data.
- Enhanced Lead Nurturing: Once leads are in Agile CRM, businesses can set up automated workflows to nurture leads through email marketing, follow-up reminders, and personalized campaigns.
- Cost and Time Efficiency: Automating lead transfers reduces the need for manual entry, saving time and minimizing the risk of errors.
Adding an Agile CRM Connection to LeadSync
Log-in to your AgileCRM account:
In the dashboard, click on the icon at the top right corner:
A menu will pop-out, click on Admin settings:
Under Admin Settings, scroll down and select Developers & API, copy and paste the Rest API on Notepad or TextEdit software:
Log-in to your LeadSync account and go to Connection and click Add Connection.
Select AgileCRM from the dropdown and enter your details.
** For AgileCRM Domain, you simply need to use the domain name instead of putting the whole text (Ex. ours is https://leadsync.agilecrm.com/ , so putting LeadSync will do as using the whole domain name can introduce issues)
Pairing an Agile CRM Connection to a Meta Lead Form
Go to the Lead Forms section and click Add Facebook Lead Form.
Select your Facebook Business Page, the correct lead form and connection you just setup previously. For the fields make sure to map your Facebook lead form fields with Agile CRM fields:
Click on Update notification and your done.
Testing your Facebook Leads to Agile CRM Connection
To create a test lead to test your lead form to Agile CRM set up, please see our Facebook lead testing guide.
Frequently Asked Questions
What is Agile CRM used for?
Agile CRM is a customer relationship management platform that helps businesses manage sales, marketing, and customer support in a single tool. It offers features like contact management, email marketing, and marketing automation to improve overall customer engagement and sales outcomes.
Why should I use LeadSync with Agile CRM?
Using LeadSync with Agile CRM ensures that your Meta leads are automatically sent to Agile CRM without any manual data entry. This helps you respond to leads quickly, nurture them effectively, and improve your overall lead management process.
How does LeadSync deliver Facebook leads to Agile CRM?
LeadSync integrates with Facebook Lead Ads to capture and send lead data directly to Agile CRM in real-time. Once a lead fills out your Facebook form, their information is instantly available in Agile CRM, where you can manage and follow up.
Can I customize the lead data that gets sent to Agile CRM?
Yes, LeadSync allows you to map Facebook lead form fields to corresponding fields in Agile CRM. This ensures that all relevant lead information is transferred accurately and according to your specific needs.
Do I need any technical skills to set up the integration?
No, the LeadSync to Agile CRM integration is simple to set up and requires no advanced technical knowledge. LeadSync provides a straightforward process to connect your Facebook Lead Ads with Agile CRM.
What happens if I receive a large volume of leads at once?
LeadSync is built to handle large volumes of leads. Whether you receive a few leads or hundreds, LeadSync will ensure all leads are synced to Agile CRM in real-time without delay.
Is there a limit to the number of leads I can send to Agile CRM through LeadSync?
There is a limit on the number of leads you can process per month based on your LeadSync subscription. Check our Pricing Page for details.
