Connecting your CRM / email tool
Chris Ob
Last Update a day ago
Sync new leads to your email marketing or CRM tool automatically.
- Go to Integrations and connect your provider (you'll be guided through a secure authorization flow).
- In a form's settings, choose the connected account and the list new leads should be added to.
- From then on, each new submission is sent to that list in real time.
If a sync fails (for example, the provider is temporarily down), the lead is still saved in your account and marked accordingly so nothing is lost — you can review it under Leads.
Related:
- Forms and lead capture
- Viewing and managing leads