Skip to main content

Add my CRM to automation

Add you CRM to automation.

T
Written by Terence Cassidy
Updated over 4 months ago

To set up your upload process:

  1. Click the Lead icon, then click the CRM tab.

  2. Select your CRM (e.g. Bullhorn), then select the Lead Type.

  3. Fill the field with your desired value.

  4. Click Save.

This ensures that the automation uploads the first-degree profiles into your CRM account.

Did this answer your question?