Multi-CRM update

Modified on Tue, 21 May 2024 at 01:02 PM

Level Up Your Appointment Booking with Multi-CRM Magic!

Tired of juggling multiple CRMs for sales and marketing? We've got you covered!  

Leadmonk lets you update several connected CRMs simultaneously during appointment booking.

Here's the deal:

  • Connect all your favorite CRMs:  Salesforce, HubSpot, you name it!
  • Choose your primary: Designate a main CRM to guide ownership & campaign routing.
  • Seamless Updates: Book appointments and watch changes flow effortlessly across your CRMs.

Perfect for the dream team:

  • Salesforce + HubSpot: Keep sales and marketing on the same page.
  • Any CRM combo: Simplify workflows and boost efficiency.

Plus, Introducing the Delay Option! ⏱️

Need more control over CRM updates? No problem!

  • Set a delay in seconds: This ensures contacts and meeting details sync seamlessly between CRMs.
  • Ideal for HubSpot & Salesforce:  Give HubSpot contacts time to sync with Salesforce before Leadmonk updates meeting details.
  • Customizable control: Align updates with your specific workflow triggers.

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