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Source and destinationCRM

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

  1. Step 1

    In the CRM, create an API token under Settings → API tokens.

  2. Step 2

    Create the CrazyCRM source with the CRM API URL and the token.

  3. Step 3

    The platform validates the token and registers the webhook subscription in the CRM automatically.

  4. 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.

Start measuring what actually becomes revenue

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