Integrate with AgentCore

Learn how to integrate your AgentCore CRM with CurrentClient in a few simple steps.

AgentCore

You have worked hard to setup your CRM and keep your contacts up to date. Nice job! Let's take advantage of that effort and connect CurrentClient to AgentCore. Everyday, CurrentClient will copy your contacts core information so you can message your clients in CurrentClient.

As message activity occurs in CurrentClient, we will send a daily summary as a note to the client's record in AgentCore.

Step to connect

Creating the integration with CurrentClient you will need to perform the following steps:

Go to your settings
  • Once in Settings, click on "Connectors" on the left side bar.
  • Once in Connectors, click on 'Add Connector" and select the AgentCore CRM option.
  • Now, follow the instructions to setup this connector.
  • Continue the process to create this connector.
  • Once created, click on 'CRM Sync' on the left side of the page.
  • Once in CRM Sync settings page, you will select the connector you just created and enable the sync and save.