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Once your CRM is connected, Bitaqa can send it every new lead automatically, or let you choose which leads to send from the Contacts page. The History shows each send and lets you retry the ones that failed.
Start by connecting your CRM.

Automatic sync

When Automatic sync is on, new leads go to your active CRMs by themselves. When it is off, send your leads from the Contacts page. Only the company owner can turn automatic sync on or off, from the Integration CRM page. If Also send later edits is on for that CRM, a lead edited in Bitaqa is also updated in the CRM.

Send leads when you choose

1

Open Contacts

Click Contacts in the left menu.
2

Choose to send

Open the export menu, then click Send to a CRM.
3

Pick the CRM

Choose the destination CRM. A message confirms how many leads were sent.
A lead already sent in the last minute is skipped, to avoid duplicates.

Follow each send

On the Integration CRM page, click Manage on a CRM’s card, then scroll down to the History. For each operation, you see:
  • the Lead and who it was Captured by;
  • the Event (new lead, lead edited, test event) and How it was sent (automatic or by hand);
  • the Status, the number of Attempts and any Error;
  • the Data sent, field by field.
Page of a connected CRM with its buttons, Fields and sync, Who can manage and the History of sends
Click Open in followed by the CRM’s name to see the record that was created.

Retry a send

  • Click Retry on a failed operation. The lead is sent again, and it is never created twice in the CRM.
  • For several operations, select them, then click Retry failed or Send again. Each lead is sent with its current data and updates its record.
The connection must be active to retry a send.

Frequently asked questions

The score is calculated right after the lead is captured. Turn on Also send later edits so the updated score reaches your CRM.
Access to the CRM has expired. Only the owner can click Reconnect.
The connection was paused. Open Manage on the CRM’s card, then click Activate.