Can I push lead/contact to CRM?

If you would like to push an individual contact to your CRM (available with paid subscription):

  • Click on My Settings (located on the drop down under your name at the top of the page)
  • Choose Set up CRMs for export
  • Set up your CRM to push contact as a Lead or Contact
  • Enter your CRM login credentials (some will require a Security Key etc)
  • Hit “test” and then “save”
  • Choose “Show” to enable the icon when pushing is available
  • Make this CRM your default
  • Scroll to the bottom and hit save