Lead Sherpa isn't a CRM. Once you qualify a lead, push it to your CRM to keep working the deal there. You can do it three ways, all from the CRM Options on the prospect's page:
| Option | How it works |
| Email to CRM | Sends the lead to your CRM's email-to-app address (for example Podio's "Email to App"). |
| Push to Zapier | Sends the lead through the Zapier webhook set on the campaign. See Zapier Setup: Connect to CRM Workspace. |
| Push to CRM with Integration | Uses the native Podio integration. See Integrate Sherpa with Podio (including text messages!). |
Resources
→ Integrate Sherpa with Podio (including text messages!)
→ Zapier Setup: Connect to CRM Workspace
Set up Email to CRM with Podio
- In Podio, open your leads app, click the wrench icon and choose Email to App.
- Copy the email address Podio gives you.
- In Lead Sherpa, go to Campaigns, click the three dots next to the campaign and choose Edit.
- Paste the address in Podio Push Email Address and click Save Changes.
- Open a qualified prospect in that campaign and click Email to CRM.
Questions? Email support@leadsherpa.com.
Comments
Article is closed for comments.