CRM and Third-Party Integrations

Integrating Lykoza with your CRM and other third-party applications can streamline your outreach processes, improve data management, and enhance overall efficiency. Here’s how you can effectively manage these integrations:

1. CRM Integrations

Connecting Your CRM:

• Access Account Settings: Log in to your Lykoza account and navigate to "Account Settings" .
• Select CRM Integration: Choose the CRM you want to integrate from the list of supported platforms (e.g., Salesforce, HubSpot CRM), click on connect.
• Authorize Access: Follow the prompts to authorize Lykoza to access your CRM account. You may need to provide API keys or log in to your CRM account to grant permissions.
• Map Data Fields: Configure the data mapping between Lykoza and your CRM to ensure that information such as contact details, lead status, and campaign interactions are synchronized correctly.
• Save and Sync: Save your settings and initiate a sync to import existing CRM data into Lykoza or vice versa.

Benefits of CRM Integration:

• Seamless Data Transfer: Automatically sync contacts, leads, and campaign data between Lykoza and your CRM.
• Enhanced Efficiency: Reduce manual data entry and ensure that your outreach efforts are informed by up-to-date CRM information.
• Better Reporting: Leverage CRM data for more comprehensive reporting and analytics on your outreach campaigns.

2. Third-Party Integrations: Zapier (Coming soon)

3. Troubleshooting and Support

Common Integration Issues:

• Authorization Problems: If you encounter issues with authorizing integrations, check your login credentials and ensure that you have granted the necessary permissions.
• Data Sync Errors: Verify that data mapping is correctly configured and that there are no conflicts or errors in the data fields.
• Connection Timeouts: Ensure that your internet connection is stable and that there are no disruptions affecting the integration.
• Getting Help:

Contact Support: If you encounter persistent issues or need assistance with integrations, contact our support team for help.

Updated on: 15/09/2024