Overview
Base CRM integration enables you to export records from Lead Liaison into Base CRM. Person and company data is exported from the system into your CRM. This seamless integration allows salespeople to easily create new lead records in Base from multiple areas in Lead Liaison, such as the visitor tracking page or Prospect Profile.
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From the Prospects page, click the gear and choose Export to CRM as shown below to push the record into your CRM.
Email Integration
Lead Liaison's Send & Track for Google Chrome is an email plugin that offers two integration points with Base CRM:
- Optionally saves a copy of the email to Base CRM using Base's email to Bcc address with the Log in CRM setting.
- Optionally creates a new lead in Base CRM (if it doesn't already exist) when the Log in CRM setting is enabled.
To add email to Bcc addresses for use with the Log in CRM setting, navigate to Admin > App Setup > Email > Send & Track > Custom Bcc Email Addresses section.
Field Mappings
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Fields in red font are required |
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Base CRM Field | Lead Liaison Field |
first_name | First Name |
last_name | Last Name |
phone | Work Phone |
title | Job Title |
mobile | Mobile Phone |
description | Description |
website | Website |
fax | Fax |
industry | Industry |
address:
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