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  2. CRM Integrations

CRM Integrations

Information on how Ylopo integrates with your CRM

Ylopo + Chime

  • Chime: Export leads for a Mass Lead export
  • Anatomy of a Ylopo Lead within Chime CRM
  • Creating Saved Filters in Chime
  • Locating Stars in Chime
  • 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 + 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 + Sierra Interactive

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

Ylopo + RealGeeks

  • Anatomy of a Ylopo Lead within RealGeeks CRM

Ylopo + Wise Agent

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

Ylopo + kvCore

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

Other Resources about CRMs

  • CRM Transfer Guide
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