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The FreshLime platform has multiple integrations with external CRMs like Briostack, Service Titan, and PestPac to name a few. With these integrations, we’ve been able to pull in your company’s contacts and invoice history to facilitate things like automated review requesting and Engage email campaigns. Coming soonNow, you will can also be able to specify an external endpoint where we will send contact information we collect from conversations in Message Center.

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To use this feature, you’ll need to go to your user profile account settings and click “integration settings.” on the integrations subtab. At the bottom of the list, you’ll see a “Contact Sync” section that you’ll need to open. Now, you’ll need to enter a valid HTTPS endpoint. You have the option to select either basic auth or bearer token and enter the username/password or token. When you click “authenticate,” that will send a sample POST lead to the endpoint for validation. If everything checks out, then you’re off and running – you’ll receive a POST new lead when there’s a hand raise in Message Center.

Briostack Customers

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For Briostack customers who would like to push contact information back into Briostack (as leads under the marketing tab), it’s even simpler. As you are in the “Briostack Integration” section and request your integration, be sure to click the checkbox to enable the Briostack contact sync. Once your integration has been fully configured, we will automatically populate the information needed for the contact sync. At any time, you’re easily able to switch between using the Briostack contact sync or another external endpoint, however, you’re only able to send contacts to one endpoint at a time.