Connect CRM
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Connect to Your CRM
Life Agents Hub now allows you to connect your CRM for incoming inquiries. Currently, we offer integration with any CRM that has the ability to accept a webhook post.
Please Note: You can only have one CRM integration at a time.
Contextual Information: With each webhook request sent to your CRM, we pass along a custom field called lead_type to tailor your follow-up communications according to the type of inquiry.
- 1 - Direct form submission from your listing page
- 2 - Direct phone call request from your listing page
- 3 - Manually entered by agent using dashboard
- 4 - Local Medicare plan pricing information request
- 5 - Beneficiary asked to be matched with a licensed agent
- 6 - Direct phone call to forwarding number