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Transfer Leads to Connected Apps

Updated over 3 weeks ago

Transferring leads allows you to move your qualified leads from the platform directly into your connected CRM systems. Whether you're using HubSpot, Zoho, Pipedrive, or Salesforce, this functionality ensures that all lead data is centralized, trackable, and actionable within your existing sales workflows.

You can initiate transfers manually or automate them by enabling auto-sync options in each integration, making it easier for your team to manage follow-ups and close deals faster.

Let’s get started 🚀

Navigation

Step 1: Log in to your account and click the Leads icon in the left sidebar.

You will be navigated to the Leads page.

Step 2: Click on the Transfer To drop-down menu at the top right corner to view various lead transfer options.

Here you will view options such as Pipedrive, Zoho, HubSpot, and Salesforce.

Integration

Description

HubSpot

Sync leads directly to HubSpot CRM for contact management, pipeline tracking, and workflow automation. For more.

Zoho

Transfer leads into Zoho CRM for deal tracking and follow-up. For more.

Pipedrive

Push leads to Pipedrive’s sales pipeline to manage prospects visually and automate activity tracking. For more.

Salesforce

Integrate with Salesforce to send leads into your organization’s CRM. For more.

Transfer Leads

Use the transfer option to send selected leads from the platform directly to your connected CRM apps.

Step 1: Click on any lead that you want to transfer. For example, click on Ian.

Step 2: Click on the Transfer To drop-down menu and select the option to which you want to transfer the leads. We will proceed with Zoho integration.

NOTE: The lead will transfer only if it was not initially posted on the particular platform.

Step 3: Click on the Transfer button to transfer the lead to Zoho.

Your lead will be transferred successfully.

Here you can view your transferred lead on Zoho.

NOTE: The transfer option will appear only for the integrations that are connected.

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