CRM is one of the strongest and the most effective approaches in accomplishing and building relationships with customers. Customer relationship management is not only true business but also leads to substantial personal bonding within people. The development of this kind of bonding takes the business to whole new levels of success.
In short, every detail in the CRM system remains centralized, which can be accessed anytime, and it decreases the processing time and enhances productivity.
Therefore, if you plan to launch a referral program, it is imperative to integrate InviteReferrals with your CRM. Once you integrate it, you will get all the customer information directly into the CRM.
LeadSquared is one of those CRMs that helps you in building a manageable referral program.
It is a cloud-based CRM that businesses employ to manage their interactions with the consumers and achieve the sales or new leads all in one place.
For integrating LeadSquared CRM with InviteReferrals, you need to navigate to Campaigns>>Brand_Name>>Integration and enter the following details
- LeadSquared API Host
- Your LeadSquared Access Key
- Your LeadSquared Secret Key
To enter the CRM domain URL and the API Key, you need to login to your LeadSquared account, then move to settings and copy your API Key.
Once you enter the domain name and the API key, your LeadSquared gets integrated with InviteReferrals.
This is how you can integrate your brand with InviteReferrals. But it would also be great if you connected LeadSquared with every campaign you create to collect every campaign's information.
To integrate your campaign in InviteReferrals, you need to navigate to Edit_Campaign>>Integrate>>Third_party_integration and select from the following events:
- Enrollment
- Manual Lead Invites
Once you are done with the integration, we will start sharing the data with your CRM.