Hi everyone, I previously onboarded LGM at a company with Hubspot as a CRM and it made a lot of sense.
I’m now in a SFDC situation and would love to connect with people who have or are managing this type of setup using apis/webhooks/zapier/make/n8n/etc.
I’ve met with LGM’s MK on this one but trying to
We’re a B2B SaaS company selling cybersecurity to web3 companies so LGM is going to be a critical part of unlocking growth for us.
Look forward to hearing from this community!
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We have worked at a SAAS ( they were on Salesforce) and we onboarded them to GoHighLevel CRM.
Really would like to know what is your use case ( if you have any )
+1, can you share your use cases ?
- what are you trying to achieve ?
- what data would you like to sync ? how frequently ?
you can sync almost anything from LGM to Salesforce using our new Make integration. That would probably be the 1st place i’d investigate.
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Hi @Brice sorry for the delay.
Trying to achieve a couple of things:
a) complete activity history for a given account/contact
b) report on campaign performance, particularly on its impact on opportunities
c) to start, I’d like to sync simple timestamps of when actions were taken for a campaign and when replies were received for a given contact so that in SFDC, my team and I can go to a contact record and know that they were last sent a LinkedIn DM / Connect via LGM using profile A
MK showed me the Make integration which is helpful but as we continue to scale, it adds more points of failure that I don’t have capacity to manage. In my previous org, I was able to launch with LGM very quickly and get it up and running. However with a Clay → SFDC → LGM → Make → SFDC stack just to run micro-campaigns, I’m worried that I will spend most of my days firefighting sync issues rather than actually benefitting from it.
I’ve asked MK for customer references and asked on other Slack communities but nobody seems to be as crazy as me, wanting to run multi-channel campaigns with SFDC rather than Hubspot.
FWIW - if I’m feeling this is a blocker at 75 employees then many others are feeling even greater concern and it may prevent you from moving to enterprise level customers…
Happy to discuss further if it helps articulate the user story for your team.
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