In this short article, we'll cover:
How to create your very own Outfunnel account
How to verify your email address
How to connect your CRM
Step 1: Enter your info
To get started, head over to the Outfunnel registration page. Create an account with your CRM or sign up via email.
Step 2: Verify your email address
Once you've entered your info and clicked Create account we'll send you a welcome email with a link to confirm your email address.
If the email doesn't land in your inbox, have a look in your spam or promotions folder (and don't forget to mark us as not spam if we do end up in your junk folder!).
Step 3: Connect your CRM
Next, connect your CRM. In the Outfunnel app, go to Account > Integrations, then click Connect next to either Pipedrive, Hubspot CRM, or Copper.
Step 4: Setup Connections, Web tracking, and Lead scoring
Sync contacts and engagements between your CRM and marketing tools like Mailchimp ActiveCampaign Wix Forms, Calendly and more
Find out which leads are visiting your website, where they come from, and which pages they've been on. And naturally, we sync all of this data to your CRM.
Create a cross-platform lead scoring model and sync it to your CRM so you can surface the hottest leads for the sales team.