LeadMagicX integrates with LeadMagicX CRM to automate your lead management workflows. Here’s how to connect it.
- Log in to your LeadMagicX dashboard.
- Find the Integrations section on the left side of your dashboard.
- Toggle the switch next to “LeadMagicX CRM” to the on position.
- You’ll be redirected to a LeadMagicX CRM authorization page.
- Review the permissions and authorize LeadMagicX to connect with your LeadMagicX CRM account.
- Once authorized, you’ll be redirected back to your LeadMagicX dashboard.
The integration is now active! You’ll see the toggle in the on position and a new “View Interaction Logs →” link will appear beneath it.
Once the integration is enabled, LeadMagicX and LeadMagicX CRM will communicate automatically:
- Actions from LeadMagicX CRM — LeadMagicX receives and processes actions triggered from your LeadMagicX CRM workflows.
- Triggers to LeadMagicX CRM — LeadMagicX sends triggers back to LeadMagicX CRM based on activity (e.g., messages sent, posts replied to, Facebook group joins).
You can monitor all of this activity in the Interaction Logs — see Viewing & Filtering Your Interaction Logs.
- You need an active LeadMagicX CRM account to complete the authorization.
- Make sure you’re logged into your LeadMagicX CRM account in the same browser before starting.