Platform Overview
HubSpot
Summary: The Conversion Cloud can integrate with HubSpot. The integration will add a new lead to HubSpot and can start a workflow after the lead is created. What you need to give Conversion Logix: API Token (Optional) Workflow ID Known Limitations: ...
CRMs That Are Not Supported by The Conversion Cloud
The Conversion Cloud does not integrate with the following CRMs: Salesforce IMUS Spherexx Yardi Breeze Point Click Care This list will be updated when updates are made.
Fortress CRM
Summary: The Conversion Cloud integrates with Fortress CRM to send lead information. The Conversion Cloud will send first name, last name, email address, and phone number. Clients should work with their Conversion Logix representative to initiate an ...
AppFolio CRM
Summary: Conversion Logix does not interface with AppFolio via API. However, there is a work around that customers enable to bulk upload leads into AppFolio. Customers can contact their AppFolio relationship manager and request instructions for bulk ...
Exacare CRM
Summary: Conversion Logix interfaces with the vendor's API to populate leads. What you need to provide Conversion Logix: Exacare Client ID Exacare Client Secret Exacare Organization ID Exacare Facility ID
ALIS CRM
Summary: Conversion Logix interfaces with the vendor's API to populate leads. What you need to provide Conversion Logix: ALIS API Username ALIS API Password ALIS API Community ID
Zoho CRM
Summary: Conversion Logix interfaces with the vendor's API to populate leads. Customer Steps to Follow: Log into your Zoho CRM account Log into your TCC Dashboard account Navigate to Company > Remote Auths Click Zoho Token Request at top. Follow ...
Funnel Leasing CRM Integration
Summary: The Conversion Cloud can send leads to a customer's Funnel Leasing account. What does the integration do? Populates your Funnel Leasing account with an inquirer's first name, last name, email, and phone number Set appointment date and time ...
List Segments
Target groups of leads with specific offers that meet their needs! In order to send Blast emails, companies need to create List Segments to organize their leads. These segments can contain both internal and external leads and can be exported, edited, ...
Blast Schedules
Send your leads a one-time email about upcoming events, opportunities, and offers! In addition to the drip schedules, companies can send out one-time Blast emails. These emails can be sent both to internal and external leads either immediately or in ...
External Leads
Keep ALL leads up to date with your community! With Lead Nurturing, companies can import external contacts that did not convert to leads via The Conversion Cloud to send blast emails. These leads are stored in the Advanced Search tab of the Lead ...
Email Sender Profiles
Keep leads up to date with your company! With the addition of these new Lead Nurturing updates, emails will be sent from the client/company’s domain name rather than from The Conversion Cloud. Before you send out your drip and blast communication, an ...
Spotlight™ Notifications
Always be in the know with access to your company email and the platform. The Spotlight module informs your team of recent customer interactions via CRM/ILM integration, email, and platform notifications. The module also delivers automated reminder ...
Dashboard Specifics
The platform landing page is the company Dashboard. The Dashboard is displayed in the main window of the platform. Change the date range displayed by the data on the dashboard by using the Period Selector or Date Range Drop-Down at the top right of ...
Platform Overview
Welcome to YOUR Application Platform! The application platform allows users to view the performance of their campaigns, modify the available modules displayed within the SaaS (software as a service) app, and connect with customers. A company logo is ...