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:
Log into to your Launch Control account & navigate to the Integrations section, find the LeftMain tab & click on connect the Left Main integration.
Input your LeftMain Login Credentials & Define User/Admin Export Criteria.
Click Install
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: Drip |
|
Phones 1, 2, 3 | LC phone 1,2,3 |
Notes |
|
Not Interested/DNC/Wrong Number Status |
|
Hot/Warm/Nurture/Drip Status |
|
Auto DNC | Sms Opt Out |
Adding new sections and additional fields as Administrator on leftMain
Navigate to Setup Icon → Object 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.
If you wish to join our beta program, please contact us at support@launchcontrol.us, and our team will enable beta access for your account.