Can I Send Leads To My CRM Automatically?
Want to send your leads to your CRM automatically? It is possible with many CRMs as long as they can accept leads via email (Our personal choice is Follow Up Boss).
To set this up, your CRM should give you an email address where they want you to send the leads to. Grab that email address and then go to your Notification Settings inside your HVL Dashboard. You will see a section that says "Send New Lead Notifications" (See image below). Just paste your CRM email address there.
By default, the "Notify Site Admin of New Leads" is turned ON. Many CRMs will also notify you of new leads. If you want to avoid getting multiple notifications for the same lead, you can turn this option off.
Make sure you click on "Update Info" to save your changes.