CrazyCRM
With CrazyCRM, lead created, tag applied, stage change, opportunity won or lost, WhatsApp conversation and meeting arrive in real time on the lead timeline. The other way around, deliveries and journeys add tags, fill fields, move the opportunity to a stage, mark it won or lost and leave a note in the CRM.
Data collected
Data collected
- Lead created, updated and with a tag added or removed
- Opportunity created, changing stage, won and lost
- First message, reply, call and meeting
- Leads, opportunities, pipelines and tags synced
What it is for
What you can do with it
- Send the won-opportunity conversion to Meta, with the closed value
- Move the opportunity to a stage when the lead watches the class or buys
- Build an audience of everyone stuck at a funnel stage
How to connect
Step by step
- Step 1
In the CRM, create an API token under Settings → API tokens.
- Step 2
Create the CrazyCRM source with the CRM API URL and the token.
- Step 3
The platform validates the token and registers the webhook subscription in the CRM automatically.
- Step 4
To write to the CRM, create a CrazyCRM destination with the same credentials.
Frequently asked questions
Does what the platform writes to the CRM come back as an event?
It does, marked as done by CrazyLeads. That way the journey can ignore the echo of what it wrote itself and does not loop.
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Destination
Server-side conversions to Meta, with identity already resolved and no dependency on the browser.
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Create a free account, connect your first source and see your first lead timeline today. No card required.