Setup Basics

We do things little differently. LeadAngel is readily integrated with major CRM and Marketing Automation systems. The setup is a three step process.

1. CRM App Installation

2. Router Activation

3. Marketing Automation Integration – Optional

How to get started?

For FREE trial Salesfoce.com users, download the app from app exchange and follow the instructions in the SFDC App setup page. LeadAngel support will create the router profile and send you an activation link with one business day. If you are a paid client, and want to integrate with Marketing Automation tool (such as Marketo), enter your API credentials in the administration section.