Popular Articles
Fortress CRM
Summary: The Conversion Cloud integrates with Fortress CRM to send lead information. The Conversion Cloud will send first name, last name, email address, and phone number. Clients should work with their Conversion Logix representative to initiate an ...
Platform Overview
Welcome to YOUR Application Platform! The application platform allows users to view the performance of their campaigns, modify the available modules displayed within the SaaS (software as a service) app, and connect with customers. A company logo is ...
Dashboard Specifics
The platform landing page is the company Dashboard. The Dashboard is displayed in the main window of the platform. Change the date range displayed by the data on the dashboard by using the Period Selector or Date Range Drop-Down at the top right of ...
How do I add appointments to my calendar?
Appointments can be added directly to you or your customer's Google, Outlook, or Apple calendar by clicking “Add to Calendar” within the confirmation email for the appointment. Looking for automation? Sync your company's Outlook or Gmail Calendar ...
Modify an Email Template
Custom Email Template Overview Note: Email templates appear after apps are enabled. Not all apps have a corresponding email template. Modify an App Email Template Log in to the Dashboard. Scroll down to and click the Company tab on the side menu, ...
Recent Articles
CLiQ: Onboarding Module
This article will serve as a walkthrough for the Onboarding module in the CLiQ platform. For the purpose of this document, we will use the company Onboarding Company (RES), though it will be the same for all companies that will be onboarding within ...
HubSpot
Summary: The Conversion Cloud works with HubSpot. It will add a new lead to HubSpot, and it can start a workflow after the lead is added, if you want. What you need to give Conversion Logix: API Token (Optional) Workflow ID Known Limitations: ...
CRMs That Are Not Supported by The Conversion Cloud
The Conversion Cloud does not integrate with the following CRMs: ResMan Salesforce Hubspot IMUS Spherexx Yardi Breeze Point Click Care This list will be updated when updates are made.
Fortress CRM
Summary: The Conversion Cloud integrates with Fortress CRM to send lead information. The Conversion Cloud will send first name, last name, email address, and phone number. Clients should work with their Conversion Logix representative to initiate an ...
AppFolio CRM
Summary: Conversion Logix does not interface with AppFolio via API. However, there is a work around that customers enable to bulk upload leads into AppFolio. Customers can contact their AppFolio relationship manager and request instructions for bulk ...