YGL Feature Update: 04/27/17

Summary

In this month’s update we are excited to announce the launch of two features created to further enhance the critical, initial follow up to a lead. 

First, we've completed the work to enable lead notification by text whenever you receive a lead auto-populated in your YGL account. This will be an optional feature for all users who opt-in to receive new lead texts. It is available now and see further below for details on how to activate for your account. Second, we've enabled YGL and Facebook Lead Ads Integration Using Zapier. 

Additional details below, and if you're heading to Nashville, TN for the 2017 Argentum Conference and Expo we hope to see you at the YGL booth - #1000. Easy to remember!

Cheers!
The YGL Team

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Extend New Lead Notification to Text (sms):

What we love about this feature (and truth be told, any feature) is that it's simple and useful. Simply access your My Account page (Admin link for corporate users) and enter your mobile number in the Phone for Texts field. See image below. Once you've saved you will receive a text alert whenever a lead is auto-populated into your YGL account from sources your company has integrated with, such as your own website forms or A Place for Mom. For reference the number the new lead texts will come from is 12062022011.

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YGL and Facebook Lead Ads Integration Using Zapier:

Something your company can take advantage of is the ability to integrate with Facebook and other important applications through services such as Zapier. The You've Got Leads CRM now has the ability to allow YGL users to collect leads directly into their YGL account from Facebook Lead Ads using our integration with Zapier.

The YGL Support team can activate the integrations tab for you upon request from the Admin. user for your account. A full description and instructional document which outlines the steps for setting up an integration with YGL and Zapier can be found here.

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Thank you!

 

Phone: (866) 333-0789

Email: support@ygl.zendesk.com


 

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