Overview
To successfully integrate your CRM with White Label Suite or export your contacts to a CSV file, watch the video below or continue reading.
Step 1
Access Your Profile In the top right corner of the page; you will see an icon with your profile name on it. Click on this icon to open up a drop-down menu.
Step 2
Select Integration from the drop-down menu to start the setup process. This will bring you to a new page with various account options.
Step 3
Click on CRM. From the list of options on the Integration page, click on the CRM option. This will bring you to the CRM integration page, where you can set up your connection.
Step 4
Name Your Connection. To quickly identify your integration later on, it is important to give your connection a name. Select the "Name" field and enter a unique name for your integration.
Step 5
Enter Your API Token. The next step is to enter your API token for your CRM. This token is what allows leads.cometsuite.com and leads.whitelabelsuite.com to connect with your CRM. If unsure where to find your API token, check with your CRM provider for specific instructions.
Step 6
Save Your Integration Once you have entered your API token, it is crucial to save your integration. To do this, click the "Save" button at the bottom of the page.
That's it! Now, your CRM is successfully integrated with leads.cometsuite.com or leads.whitelabelsuite.com. From then on, your leads will automatically be transferred to your CRM, making your lead management process more efficient.
In summary, to set up your CRM integration, follow these steps:
1. Access your profile
2. Select Integration
3. Click on CRM
4. Name your connection
5. Enter your API token
6. Save your integration.
If you happen to encounter any issues during this process, please don't hesitate to refer to our help center. Happy searching!
💡 Tip
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