An integration allows you to directly import contacts to your CallFire account from an external application.
| Go to: Connect | Disconnent | Common Questions |
| See Also: Integrated CRM and List Providers |
How do I?
Connect my CRM to CallFire:
- Click Connect to the right of the application for which you want to enable the integration.
- When prompted to authenticate in the Set up Integration window, click OK.
- Follow the prompts to authenticate your selected application.
Disconnect my CRM from CallFire:
To disable access from your external application to your CallFire account, click Disconnect to the right of the integration.
COMMON QUESTIONS
Will CallFire information be sent back to my CRM?
- Salesforce, Zoho, NetSuite, and Nation Builder are all two-way integrations. Two-way integrations allow for the import of contacts from the CRM and also for the push of data back to the CRM.
- MailChimp is a one-way integration and allows only for importing MailChimp contacts into CallFire. No data is returned to MailChimp.
Can I automate the syncing of my contact lists?
Yes. Once the integration is established, toggle the option below Contact List Sync to automate.
Can I control how often data is pushed back from CallFire to my CRM for any of the two-way integrations?
Yes. Once the integration is established, you can designate how often you want data to be returned to your CRM. Select "Never", "Hourly", or "Daily".
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