Lead sources

How to move contacts and deals from other SendPulse tools

  • Overview of CRM variables

    Last Updated: 25.04.2025

    With CRM variables, you can save and manage contact, deal, and task data. They also allow you to personalize your automated flows and set action conditions or parameters based on real-time values.

  • How to transfer UTM tags from website subscription and payment forms to CRM

    Last Updated: 13.03.2025

    If a customer has filled out a subscription form, made a payment on your SendPulse-based website, or signed up for your course, you can set up UTM tags to be stored in CRM contact fields. This will help you get additional information about customers and create individual contact segments for further interaction with them.

  • Sources of automatically added deals and contacts

    Last Updated: 13.03.2025

    You can add deals manually or set up integrations to automatically create deals after communicating with a client on one of the communication channels. Integrate CRM with chatbots, email services, landing pages, payment systems, pop-ups, subscription forms in SendPulse, and other services.

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