If you have a lead source that will be sending you leads on an ongoing basis but want to manage them in your CRM and Ylopo Stars, an auto-import is the best choice.
Instead of tagging or exporting these leads continuously, Ylopo can automatically pull these leads from your CRM and provide them with a Stars link. This option is only available if using the following CRMS:
Follow Up Boss, Liondesk, Firepoint, Chime, Zoho, Sierra, Wise Agent, and Salesforce (only Stars link, no default search).
To set up automated lead import, ensure these are added as sources in your CRM. Send a list of those sources to support@ylopo.com or your Client Success manager, and we will set it up for you.
You may also visit our Support Center page on Auto Imports
Last Updated: 03/13/23 Rem M.
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