CRM Integrations

Ylopo + Lofty (formerly Chime)

• Lofty (formerly Chime): Export leads for a Mass Lead export
• Anatomy of a Ylopo Lead within Lofty (formerly Chime) CRM
• Creating Saved Filters in Lofty (formerly Chime)
• Locating Stars in Lofty (formerly Chime)
• Lofty (formerly Chime) Ponds and Ylopo

Ylopo + Firepoint

• Firepoint: How to tag leads for a Mass Lead Import
• Overview of Firepoint + Ylopo: What Happens When a New Lead is Created
• Firepoint: Anatomy of a Lead File
• Firepoint: How to Find and Sort Ylopo Leads
• Defining Stages

Ylopo + Follow Up Boss

• Follow Up Boss: How to tag or export leads for Mass Lead Import
• Overview of Follow Up Boss + Ylopo: What Happens when a New Lead is Created
• Facebook Leads Integration and Ylopo
• Follow Up Boss: Anatomy of a Lead File
• Organizing Your Follow Up Boss Dashboard
• Ylopo Mass Lead Importing and FUB

See all 15 articles

Ylopo + kvCore

• kvCore: How to Export Leads for a Mass Lead Import

Ylopo + KW Command

• KW Command Filters and SmartView

Ylopo + LionDesk

• Liondesk: Tag and Export Leads for Mass Lead Import
• Overview of LionDesk + Ylopo: What Happens After a New Lead is Created
• LionDesk: Anatomy of a Lead File
• Ylopo + LionDesk Training
• Lead Distribution in LionDesk
• Lead Filters in LionDesk

See all 14 articles

Ylopo + RealGeeks

• Anatomy of a Ylopo Lead within RealGeeks CRM

Ylopo + Sierra Interactive

• Sierra: How to tag leads for a Mass Lead Import
• Sierra: Filtering leads and Smart Filters
• Sierra Interactive Integration

Ylopo + Wise Agent

• Wise Agent: How to Filter Leads and Find Stars
• Wise Agent: How to export leads for a Mass Lead Import

Other Resources about CRMs

• Multiple Clients Sharing a CRM
• CRM Transfer Guide
• CRM Integration Comparison