Aline CRM with PCS (Prospect-Centered Selling)

Aline CRM with PCS (Prospect-Centered Selling)


Summary:


Conversion Logix interfaces with Sherpa via API to send prospect information and appointment details within Sherpa


What does the integration do? 


  • Creates prospects 

  • Sets appointments



What information do you need to provide Conversion Logix?


  • Sherpa API Endpoint

  • Sherpa API Key

  • Sherpa Company ID

  • Sherpa Community ID


What are the known limitations?


  • Lead / appointment updates are not supported at this time




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