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Lead Flow Possibilities Between LISA, Your CRM, and PSAI

The LISA admin is a fully fledged software platform on its own, but it also integrates with many other tools so that you can utilize its technology within your preferred business operations and lead flow management systems. Learn more about these integration and lead flow options below.



Lead Flow Out of the LISA Admin

LISA → Your CRM

If you use a CRM, we highly recommend integrating your CRM so that leads flow from the LISA admin into your CRM. Our software integrates with dozens of CRMs out of the box, including but not limited to:

  • i360
  • Marketsharp
  • Lead Perfection (and Lead Perfection Lite)
  • Acculynx
  • Service Titan
  • Job Nimbus
  • Job Progress
  • Salesforce

All leads that flow into your CRM will come with Spectrum's sourcing details to tell you whether the lead was organic, PPC, quote, chat, etc. We can also flow in additional custom sourcing if you'd like to break out a specific interaction even further. (For example, you'd like to see a certain label on all leads coming from one particular offer.)

Only want to flow some leads to your CRM? We can also set very precise rules regarding which leads flow into your CRM and which do not. For example, we can exclude phone call leads, customer service requests, and other interactions that are not truly leads. It all comes down to how you'd like to use your LISA admin with your CRM.

To integrate your CRM with the LISA admin, please contact your Spectrum Client Manager or fill out a support ticket. You can also explore our recommendations for LISA-CRM lead flow.

LISA Admin → PSAI

Are you a PSAI customer as well? Then we definitely recommend flowing your LISA admin leads into PSAI! By doing so, you'll be able to maintain all of the sourcing and reporting benefits of LISA while taking full advantage of PSAI's additional technology:

  • The Com Portal to text or email leads in real time
  • Predictive Insights™ to approach sales with better information
  • Lead assignments to manage your team's responsibility
  • And more! 

Please contact your Spectrum Client Manager or fill out a help ticket to flow leads from LISA into PSAI. You can also learn more about the LISA-PSAI connection here.



Lead Flow into the LISA Admin

PSAI → LISA Admin

To keep all of your lead reporting in one place and to utilize the LISA admin's software features (such as email templates), you can flow your PSAI leads into the LISA admin. 

When we set this up, we can also set rules for email notifications to prevent duplicate notifications from PSAI and LISA—making it easy to stay informed of lead activity across both platforms. We can even set the lead flow so that PSAI leads in the LISA admin include a direct link to the Com Portal, allowing you to directly jump into any engagement right away.

To flow PSAI leads into the LISA admin, please contact your Spectrum Client Manager or submit a support ticket. You can also get started exploring the LISA-PSAI connection here.​