How to send leads to CRMs

Mathew

Last Update há 11 dias

Option 1 — CRM Parse Email (Simplest — Works with Most CRMs)

Most CRMs — including Follow Up Boss, CINC, LionDesk, kvCore, and many others — provide a dedicated lead capture email address (also called a Parse Email or Inbox Email). Any email sent to this address is automatically imported into the CRM as a new lead.

How to set it up:

Step 1 — Log into your CRM and find your Parse Email or Lead Capture Email address. This is usually found in your CRM's integrations or settings section. Contact your CRM provider if you can't find it.

Step 2 — Log into your Kaydoh dashboard and go to User Settings → Lead Email

Step 3 — Paste your CRM's Parse Email address into the Lead Email field

Step 4 — Click Save — all future leads captured through Kaydoh will automatically be forwarded to your CRM

See: How to update lead notification emails


Option 2 — Follow Up Boss Direct Integration

Kaydoh has a dedicated integration with Follow Up Boss that goes beyond email parsing — it sends structured lead data directly into your FUB account.

See: How to setup Followup Boss with Kaydoh 


Option 3 — Zapier (Connects to 5,000+ Apps)

If your CRM supports Zapier, you can build an automated workflow that sends every new Kaydoh lead directly to your CRM — including field mapping, tagging, and custom routing.

See: How to integrate with ZAPIER 




Internal Use for query examples:


  • How to connect to a CRM
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  • Do you integrate with Zapier
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  • How do I send leads to my CRM
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  • CRM connect
  • What’s the process for sending leads to CRMs?

  • How do I integrate leads with my CRM system?

  • How can I forward leads to my CRM?

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