Integrations

Integrate Lead Sherpa with Podio
This guide will encompass the procedures pertaining to the native integration process for Podio within Lead Sherpa. If you are looking to integrate your Pod...
Wed, 6 Apr, 2022 at 12:44 PM
Zapier Setup: Connect to CRM Workspace
Follow these steps to build your Lead Sherpa to CRM Zap! Keep in mind: Everyone's CRM and workspace settings may vary, so steps may be slightly differ...
Mon, 16 May, 2022 at 1:49 AM
Pushing Leads to CRM
Lead Sherpa isn’t designed to be used as a Customer-Relationship Management tool (CRM), so when you have qualified a lead, it’s time to push the prospect th...
Mon, 16 May, 2022 at 1:34 AM
Integrate Sherpa with Podio (including text messages!)
Integrating your Lead Sherpa account directly with Podio comes with many benefits, with the main three being: Push more data points (including skip trace ...
Mon, 6 Jun, 2022 at 1:38 PM