The Google Ads integration allows you to collect leads directly from Google Ads and have them automatically synced with your CRM. With this integration, you can easily capture contact information from potential customers interested in your products or services on Google and quickly follow up with them through your CRM….
Overview Ensuring your website is compliant is a crucial part of passing A2P 10DLC registration and maintaining long-term SMS deliverability. Carriers and compliance partners review your website to verify that your brand is legitimate, transparent, and aligned with approved messaging standards. Website compliance is also a key requirement enforced by…
What is Printful Integration? Printful is a leading on-demand printing and fulfillment service that empowers businesses to offer custom products without the need to manage inventory, production, or shipping. By integrating Printful with your E-commerce store, you can streamline operations and enhance your product offerings. Any updates in the Printful…
Overview The Xero integration allows your CRM to automatically sync contacts and invoices into Xero, reducing manual accounting work and ensuring consistency across both systems. With accurate tax mapping, multi-currency support, and real-time invoice updates, this integration helps streamline financial workflows so you can focus on running your business. The…
Overview The Wave integration allows you to seamlessly sync invoices created inside your CRM directly into your Wave accounting account. This eliminates the need to manually recreate invoices in Wave, helping streamline your billing workflow and reduce repetitive work. What the Wave Integration Does Your CRM → Wave When enabled,…
What does the QuickBooks integration do? The QuickBooks integration creates a seamless connection between your CRM and QuickBooks, ensuring your customer data, invoices, and payments stay in sync without manual intervention. Your CRM → QuickBooks 1. Automatically create or update customers Customers are automatically created in QuickBooks whenever they engage…
This guide explains how to connect a payment provider to your account so you can start accepting payments from your customers. The exact steps will vary depending on which provider you choose (e.g. Stripe, NMI, Square, Razorpay, PayPal, etc.), so use this as an overview and refer to the provider-specific…
TABLE OF CONTENTS About Preference Management (Email Unsubscription Management) How will Preference Management work? 1. Create Custom Preference Types 2. Assign Preferences to Campaigns 3. Automatic Audience Filtering 4. Contact-Level Preference Management 5. Resubscribe using legal basis Important Points to be noted About Preference Management (Email Unsubscription Management) Preference Management helps…
The Marketing Audit Report is now available for all sub accounts. What is the Marketing Audit? The Marketing Audit is a powerful diagnostic tool designed to help you understand the overall health and performance of your business (account). It provides a comprehensive analysis across several key areas, helping you identify…
Zapier is a platform that allows different apps to communicate instantaneously to automate workflows. By integrating CRM with Zapier, you can automate tasks such as lead capture, updating contacts, and much more. Please follow below steps to connect: Step 1: Log in to your Zapier account. Step 2: On the…
