How does CANDDi CRM integration work?

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At present, CANDDi uses a third-party automation app called Zapier to integrate with your CRM. 

Zapier enables you to automate certain workflows, and in the case of CANDDi it's used to create new Contacts or Leads within your CRM (see image below).

 

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In order to integrate get in touch with your CANDDi Consultant to discuss. Also, be sure to check your CANDDi package to ensure you're entitled to CRM integration.

If you are integrating Zapier with CANDDi yourself, view our how to FAQ on it here. 

 

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