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Pushing Lead Info to CRM
Pushing Lead Info to CRM
Illya avatar
Written by Illya
Updated over a week ago

Once you have connected the external CRM or any other app to Smarter Contact, you can proceed with transferring the leads' info from Smarter Contact.
1. Go to Messenger or the Contacts page.
2. Click on the Conversation or Contact name to open a sidebar.
3. Click on the Export Lead Data icon next to the name of the Contact on the sidebar

4. Select the integration you'd like to trigger from the drop-down list.


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