What program can I use to access the database

  • Resolved realdude

    (@realdude)


    4 years, 7 months ago

    This is probably an incredibly stupid question, but what program can I use to access the database and send emails? I really like how this program collects contacts and lets me assign them, but then what? Spent the whole day trying different CRM programs Zero BS, WP EPR, Hubspot, Mailchimp, etc. but I cannot get them to “see” the lead from UpiCRM. Please help. Thanks.

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  • Plugin Author Upi

    (@upi)

    Hi… there are no stupid questions;)

    I’m not sure I fully understand your question though.

    If you mean that you want to be able to send e-mails to your collected leads – there are three options I can suggest.

    1. You can use UpiCRM to automatically send customized email using the automatic rules.

    2. You can use the web service capability to integrate with almost any third party solution – such as Oracle crm ,mailchimp etc. This is a bit tricky and requires some technical knowledge

    3. You can manually export your lead to excel and import the data to any external system that support excel input

    I hope I answered your question, please provide us with feedback.
    Thanks

    Uri

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