Syncing Leads From KonnectmeTo Core

Konnectme now syncs all leads and contacts to Core, allowing for a more streamlined and efficient workflow. This feature can be easily enabled in the app store, granting users access to a wealth of tools to help manage and grow their business. By syncing all leads and contacts from Konnectme to Core, businesses can spend less time on manual work and more time on things that matter for growing their business.

Additionally, this integration allows for seamless communication between the two systems, ensuring that Konnectme helps your business achieve its goals.

HOW TO ENABLE THIS FEATURE

1. Login to your Core dashboard
2. From the left side menu, locate the “Apps store”
3. Once inside the app store, locate the integration tab and click “configure”
4. Click “Edit Settings”
5. Turn on the Sync Toggle & hit Save
6. The sync is now complete!

Things to Note:

1. This feature is still currently in the beta-testing phase while we continue to improve the sync. Currently, the sync from Konnectme -to-Core is limited and is performed daily at 10:20pm local time. As we continue to improve this integration, the timing and frequency will increase.
2. In order for the contact to be created in your Core account the following criteria must be true:
   1. They must have a email on their profile
   2. they must have a phone number on the profile
   3. They must not already have a profile created in Core