Maya LindqvistThe contact arrives with its company, stage and messages.
An approved lead becomes a contact with its company and its current stage. Every message sent and received is added as a note, so the next person can read the conversation and continue it.
Approved leads and their messages go to your CRM.
Agaria writes each approved lead into your connected CRM as a contact with its company, keeps the stage current, and saves every message sent or received as a note. Nobody has to copy anything across.
Contacts, stages and message history, synced without copying.
Connect one CRM, or several.
Choose HubSpot, Salesforce, Pipedrive, Attio, Close, Breakcold or Zoho. You can connect more than one, and turn automatic sync on or off per connection in Settings.
Good questions. Clear answers.
About CRM Integration
Which CRMs can I connect?
HubSpot, Salesforce, Pipedrive, Attio, Close, Breakcold and Zoho CRM. You can connect more than one at the same time, and each connected CRM with auto-sync on gets the same pushes.
What gets written to my CRM?
The contact and its company, the stage the lead is at in agaria, and a note for every message sent or received. The first note carries the campaign name and the reason the lead was picked.
Does agaria change anything else in my CRM?
No. It creates and updates the contacts it syncs and writes notes on them. It reads nothing back except the ids of the records it created, and you can turn auto-sync off per connection.