Integrate with FreedomSoft

You can integrate many 3rd party CRM’s with Carrot! Any that we don’t have a direct integration with can be connected to Carrot using Zapier. However, you can have your leads automatically forwarded to FreedomSoft when someone opts in, no copying and pasting or having to set up a complicated integration. It’s a one-time set up and that’s it! Your leads will be in FreedomSoft for your followup. Easy Peasy!

Let’s get started!

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Step 1: Login to FreedomSoft’s Campaign Manager

Step 2: Create a New Lead Campaign

When setting up your new campaign, you’ll want to name the campaign something that you can reference for the Carrot site you are pulling lead information from. You can have all forms on your site go to one campaign if you’d prefer to keep all of your leads in one section. Otherwise, create as many campaigns for the equivalent of the different forms and sites you want tracked separately. I.E.  Most people have their buyer and seller sites separate. Some folks like the first and second opt-in forms separated. The choice is yours! Just make sure to name the campaign something that makes sense to you.

Step 3: Copy FreedomSoft’s E-mail Link

Once your campaign is created, copy the “e-mail to this campaign” link. Be sure to copy the link from the campaign you want leads to go to.

Step 4: Click “Content” on the Site to Integrate

Step 5: Go to “Forms” 

From the content section, go to Forms:

Step 6: Hover Over the Desired Form to Select “Notifications” from “Settings”

Once you know which form to use, hover your mouse over settings, then move the cursor down to click “notifications.”  

Step 7: Hover Over “Admin Notification” and Click “Edit”

Step 8: Link FreedomSoft’s E-mail Link from Step 3

Enter the copied link from step 3 into the “send to Email” box. Please make sure to add a comma to tell your site that the lead should be sent to both your admin e-mail and your FreedomSoft account’s Campaign.

Step 9: Click “Update Notification” and You’re Done!

Scroll down, save, and that’s it! Complete this as many times as necessary until you have all of the forms funneling leads to the desired campaign.

Note: At this time, if you have leads being sent to your FreedomSoft CRM, they will be batched under the “notes” section and will not have information sorted in a user-friendly way. This is a limitation in the Freedomsoft CRM process that we hope they will improve as we go. Please note, Carrot and FreedomSoft are working hard to separate the information in a more favorable way. See beloew:

Conclusion

If you’ve gotten this far, you should now have you form set up to send leads over to FreedomSoft! This process is more simple than most, but also isn’t ideal due to lead information being batched in the notes section of the entry. If you’re looking for a more comprehensive CRM solution that’s free, we highly recommend Carrot CRM! It seemlessly integrates with your sites and has all sorts of lead insights and follow up options. Check out the links below to read about Carrot CRM and other 3rd part CRMs!

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Learn More

• Carrot CRM
• Integrate with MailChimp
• Using Zapier to Integrate with Other CRMs
• Editing Form Notifications

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