OPT CRM
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Garnet Alpaca
Please add the ability to integrate OPT Insure CRM
Chris Brisson
Hiya Garnet Alpaca, thanks for this post! I have a few more questions for you:
- What specific features or functionalities do you need from the OPT Insure CRM integration?
- How do you envision the integration with OPT Insure CRM improving your current workflow?
- Are there any specific data points or information you need to sync between Salesmsg and OPT Insure CRM?
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Garnet Alpaca
Chris Brisson OPT is the CRM that my company uses. So right now I have to export the leads from opt into a csv, and then import them into salesmsg. I would like for most of the data points to transfer as they are client's details and I dont want to reference back to opt for those points