Integrate Activix CRM with LeadsBridge
Activix CRM is a Customer Relationship Management software designed to help you connect with your leads and clients in order to move them through your sales pipeline.
In this article, you'll learn how to connect your LeadsBridge account with Activix CRM.
Please note: you'll need the ADF email address associated with your CRM account to activate the connection. Discuss with your CRM representative on what email is needed in order to submit leads.
Connect Activix CRM integration
- Head over to the left sidebar and click on Integrations
- Click on the Add New button
- Enter a recognizable name for your integration
- Click on the Browse button
- Select "Activix CRM" from the providers list
- Click on the Next button
- Enter CRM Import Email to connect Activix CRM with LeadsBridge
- Click on the Finish button
Which entity concepts we support for Activix CRM
LeadThe Lead is a person who shows interest in your product or service.
Common questions for Activix CRM
The email I get is a bit hard to read. How can I receive a lead notification in a "readable" format?
Due to the nature of the ADF-XML format, to get a more clear and readable email in your inbox we suggest to activate the email receipt inside your bridge settings.
- Open the bridge involved by clicking on its name.
- Go to the "Destination" step and click Next.
- Activate the email receipt by switching the toggle to Yes.
- Type the email address(es) where you want to send the notify and change the subject to what you prefer.
- Click Next.
- Proceed next until the last step, where you may send a test to see how the receipt is coming.
- Click Publish to save your settings.
This feature will send you an email notification to your inbox and the same lead will be sent to your CRM with the right format.
- How to create a bridge
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If you have any further questions regarding this matter, or if you need help to set up the connection between Activix CRM with LeadsBridge, do not hesitate to get in touch!