6 steps to export your captured call data to your CRM of choice
Learn how you can easily export lead data via a simple email integration to your CRM is available. Many CRM systems will allow for contact records to be created via a parsable email. CallAction can send a parsable email to your CRM's email address in real-time. Note: we also have more advanced API, Zapier integrations or simple CSV download.
- Login to CallAction
- Click on "Phone Numbers"
- Scroll down to "Lead Export Integration"
- Slide button to "On" to activate export
- Enter your CRM email address or any other email address to receive complete lead details in real-time.
- Scroll to bottom and "Save All Changes"
Yes, you are now syncing lead data directly to your CRM in real-time!
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