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Alert
If you use any of the following integrations, have your login credentials handy. We will make these connections for you!- Website (Carrot, Wordpress, GoDaddy, etc.)
- Phone System (Callrail, RingCentral, etc.)
- Zapier (If applicable)
- E-Signature services (DocuSign, HelloSign)
- Podio & Workspace Name(if using Podio, needed for lead exporting/importing)
- MailParser Credentials (If applicable)