Integrations
You can connect various other platforms to this software such as Google, Facebook, Instagram, Stripe, and more with integrations settings! You will find all...
Fri, 22 Jul, 2022 at 3:13 PM
Connecting your Google accounts will give you the ability to manage and view different Google products inside of your CRM including Gmail SMTP (Google Works...
Fri, 22 Jul, 2022 at 3:25 PM
Once you connect your Google Accounts, you will have the ability to manage your Google My Business location from inside your CRM! After connecting your GMB...
Fri, 22 Jul, 2022 at 3:35 PM
This integration allows you to manage your Facebook business page/pages and Instagram business page/pages from your CRM. This includes conversations, lead f...
Sun, 24 Jul, 2022 at 11:33 AM
Linking your Instagram Business Account to a Facebook Business Page ***To do this, you can follow the steps as shown in the screenshot below. For more d...
Sun, 24 Jul, 2022 at 11:33 AM
Connect tab lets you connect your Facebook and Instagram to your CRM. When you have already connected your social account, this tab will let you deselect th...
Tue, 26 Jul, 2022 at 1:58 PM
You can delete the existing Facebook account connected to your CRM. Click on the "Connected" tab and it will ask you whether you want to delete t...
Tue, 26 Jul, 2022 at 2:08 PM
Click on this tab to connect your Facebook messenger to your CRM. Once connected, you can respond to the FB page messages from your CRM. Clicking on this t...
Tue, 26 Jul, 2022 at 2:15 PM
Currently you can send data OUT to Zapier (initiate a zap) via an opportunity stage change. However, if you want to push data INTO MarketingPlex you can pe...
Sat, 5 Feb, 2022 at 12:07 PM
This will allow you to access your Instagram message inbox from your CRM. Clicking on the Instagram tab will take you to he settings page where you can turn...
Tue, 26 Jul, 2022 at 2:20 PM