Sherpa CRM

Sherpa CRM


Summary: Conversion Logix interfaces with Sherpa via API to send leads and appointment information to the Sherpa system



What does the integration do? 

  • Create lead 

  • Create appointment



What information do you need to provide Conversion Logix?

  • Sherpa API Endpoint

  • Sherpa API Key

  • Sherpa Company ID

  • Sherpa Community ID



What are the known limitations?

  • Does not update lead

  • Does not update appointment





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