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CRM Integration - LeftMain

How to Integrate The LeftMain CRM with Launch Control

Tom avatar
Written by Tom
Updated over a week ago

DESCRIPTION

We have added a new Native integration to our platform to connect Launch Control with the LeftMain REI CRM.The current phase of integration is in its beta stage.


At the moment, this integration is exclusively outbound. Therefore, any updates made in Launch Control will immediately appear in LeftMain once the data export process is finished.


How to process a setup:

  1. Log into to your Launch Control account & navigate to the Integrations section, find the LeftMain tab & click on connect the Left Main integration.



  2. Input your LeftMain Login Credentials & Define User/Admin Export Criteria.
    Click Install

  3. Within the integrations section on LC, keep an eye on the data synchronization progress between Launch Control and LeftMain.

    Please be aware that only Prospects with the following statuses—Hot Lead, Warm Lead, Drip, and Nurture—will be automatically exported into LeftMain.

After the data synchronization is finished, the integration status will be marked as Active.




How it works

  • From the Launch Control Inbox Page, you can directly access Leads in LeftMain.

    Enter the conversation with a prospect & click Go to LeftMain button

Note that automatic exporting & data syncing will only work for following statuses in LC:
- Hot lead, Warm Lead, Drip & Nurture.

  • The left main interface is opened in a new tab, and it displays the details for the lead.




    Table of Contents

Launch Control

LeftMain

Property Address Details

Lead Information

Verified Phone number

Phone - if verified will be shown as a Mobile Phone

Prospect's Mailing Information

Mail Addresses Tab

Status:
Hot
Warm
Nurture

Drip

  • Rating:
    Hot
    Warm
    Nurture
    Drip

Phones 1, 2, 3

LC phone 1,2,3

Notes

  • Description

Not Interested/DNC/Wrong Number Status

  • Unqualified

Hot/Warm/Nurture/Drip Status

  • New

Auto DNC

Sms Opt Out
(Field added by the LeftMain Admin)



  • Adding new sections and additional fields as Administrator on leftMain

    Navigate to Setup IconObject manager → Search for Lead Section →on Page Layouts click on LM Lead Layout → Here you can drag & drop additional fields you want mapped lead in LeftMain lead section


Note: Click on add LC Lead Notes -to have an information about all notes that prospect have on LC side.

Click on LC Lead Tags - for information about tags assigned to prospect on LC end




Tips & Tricks:

  • The duration for setting up an integration can vary and may take up to an hour, contingent on the volume of data being exported.

  • Users can Add more columns in the table on LeftMain to have a more detailed overview of the leads:


    a) Click on Settings icon Select Fields to Display


    b) Here you can add and delete columns that will be displayed in the table

    There is a maximum of 15 fields that can be displayed


  • Push to CRM button will be disabled, as all the data will be synced automatically on LeftMain end once the integration is completed.
    - Push to CRM button will only be available if there's another CRM integration on the account.

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