How do I push a lead to my integrated CRM manually?
(using vTiger)
Thanks. - Marcus
How do I push a lead to my integrated CRM manually?
(using vTiger)
Thanks. - Marcus
I don’t think there is a button in the lead detail to push it to integration. You can suggest it as feature request on GitHub though.
These actions can push to integration that I know of:
- Standalone form submission.
- Point triggers.
- Campaign.
Configure one of them and automate the process. That’s what Mautic is for.