How do I Install Second CRM?Connecting your SimplyCast account with Second CRM is simple. What you need: A valid Second CRM account Your username for Second CRM Your access key for Second CRM Your site URL for Second CRM Login to...Integrations FAQs
Why can't I import contacts from MS-SQL?...from our products. Both these options will work perfectly well, however. In addition, we offer integrations with other 3rd party CRMs. If you can upload from MS-SQL to them, then we can integrate and...CRM FAQs
How do I upload a new CRM list?...will be asked how you would like to upload your CRM list: whether from a file, from text, or with Integrations Manager. Once you have done that, assuming you are uploading a file, you will land on a...CRM FAQs
How do I install Salesforce live update?Connecting your SimplyCast account with Salesforce is simple. What you need: A valid Salesforce account with API access Note: free/trial Salesforce accounts will not work with the integration Your...Integrations FAQs
How do I install Nimble?Connecting your SimplyCast account with Nimble CRM is simple. What you need: A valid Nimble account 1. Login to your SimplyCast account and go to the integration marketplace. 2. Select the Nimble integration...Integrations FAQs
How do I install Follow Up Boss?Connecting your SimplyCast account with Follow Up Boss is simple. What you need: A valid Follow Up Boss account Your API token 1. Login to your SimplyCast account and go to the integration marketplace...Integrations FAQs
How do I install Clevertim?Connecting your SimplyCast account with Clevertim is simple. What you need: A valid Clevertim account Your API token for Clevertim 1. Login to your SimplyCast account and go to the integration marketplace...Integrations FAQs
How do I install Pipedrive?Connecting your SimplyCast account with Pipedrive is simple. What you need: A valid Pipedrive account Your API token 1. Login to your SimplyCast account and go to the integration marketplace. 2. Select...Integrations FAQs
How do I install Base CRM?Ready to install Base CRM to your SimplyCast account? Connecting your SimplyCast account with Base CRM is simple. What you need to install Base CRM: A valid Base CRM account An access token 1. Login to...Integrations FAQs
