CRM Integration Options
Enhance client management with CRM integration options. boberdoo offers custom solutions to automate lead delivery and improve operational efficiency.
CRM integration with custom deliveries
How CRM Integration Works
Virtually any CRM can be integrated with the boberdoo lead distribution software. At boberdoo.com, we enable CRM integration with the use of what we call custom deliveries (also referred to as client postings or setup). This means that we map the fields of your specific lead type to the requirements of your client’s CRM or lead management system, allowing for seamless delivery of your leads to the client. boberdoo also supports call routing integration for phone-based lead delivery.
Custom Delivery Methods
We can create custom deliveries that allow you to deliver leads to your lead buyer in whichever method best suits the buyer. While HTML, Excel, PDF, Plain Text, and Short Text Email are standard, out-of-the-box delivery options, they can also be customized for you and your buyers’ specific needs. Listed below are a few of our most commonly integrated CRMs.
How to set up your custom deliveries
Option 1: boberdoo Custom Work
We can build specific delivery options to directly address the needs of each of your buyers. Rather than spend countless hours doing it themselves, boberdoo clients use our expertise to create and test CRM integrations efficiently and in a cost-effective manner. If you would like boberdoo to build you a custom delivery, click on tickets within the settings tab in your boberdoo.com system and submit a support ticket with the appropriate posting requirements.
Option 2: Custom Delivery Wizard
If you have the technical ability and resources, our custom delivery wizard walks you through the step by step process of getting the CRM integration set up, tested, and running. However, some deliveries require special coding and can only be done by boberdoo.com, including SMS text message delivery and some PHP.
Why Most Clients Choose boberdoo
While some clients utilize the delivery wizard, the vast majority submit custom deliveries to boberdoo.com because requirements differ greatly from client-to-client and we have over 14 years of building these deliveries for lead generation companies. In over 18 years in the lead industry, boberdoo.com has seen virtually every CRM integration under the sun. We have the knowledge to address the specifications that your buyers may have and the skill to build your custom delivery CRM integrations quickly and effectively.
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