Our powerful CRM integrations allow you to add HRA users directly into your CRM via real-time API integration or batch process via SFTP.
About CRM Integrations
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How to Set Up Evariant CRM Integration
This article will help you to set up your Evariant® CRM integration. This is a real-time API integration and it can be configured within the Management Portal.
How to Set Up Tea Leaves CRM Integration
This article will help you to set up your Tea Leaves CRM integration. This is a real-time API integration and it can be configured within the Management Portal. What You Need Contact information for your Tea Leaves Lead Specialist or Implementation Project Manager Your login username and password to the Management Portal Part 1: Request your […]
How to Set Up Influence Health CRM Integration
This article will help you to set up your Influence Health CRM integration. If you have purchased both the Persuade and Predict products from Influence Health, this integration is a real-time API integration and it will be configured within the Management Portal. If you have only purchased the Predict product, contact our team to set […]
Optimize Contact Forms to Keep Completion Rates High
Optimize contact forms to balance required form fields with HRA completion rates. It is critical that your forms gather the most data possible with the least impact on user drop-off rates.