How to Integrate your CRM / How to send Leads with Integrations
1. INTEGRATIONS - POST LEADS FROM SYLO TO YOUR APPS
Integrate Sylo with your CRM or other software using a webhook.
A webhook is the basic way different applications can communicate and interact.
Right now over 90% of lead generation softwares allow for integrations via webhooks,
All That You Need to set this up is to go into your CRM or lead software,
1. search for a webhook URL which allows Sylo to "POST" the lead information into your favorite apps.
Then, just place the URL in the "Posting URL" section in CRM Integrations and we will send a JSON POST request.
2. INTEGRATIONS - GET LEADS FROM YOUR OTHER APPS
You can setup a of webhook URL to Create a specific type of integration
on your preffered forms, funnels, and site builders.
Zapier Example:
1. get a trigger URL to post requests from different softwares into Zapier.
2. Set this URL to recive input from a preffered form or funnel in your advertising.
3. Set Zapier to post a lead in your Sylo outreach in real time.
4. Make sure to map your field names properly (Also Confirm Custom Fields In Sylo)
5. This is Where you Place your Sylo Integrations URL to complete the action in Zapier.
As mentioned in the video, Here is a link to the help article : " How To Set Up Custom Field Names "
Updated on: 09/18/2023
Thank you!