All messages sent and received to your Text Request dashboards will sync with your FranConnect contacts when this integration is active.
This is useful for texting from multiple dashboards under one FranConnect account. You can also text leads and customers directly within your FranConnect account using the Text Request Chrome extension.
Note, only contacts that already exist within FranConnect will be textable. Any contacts' phone numbers that only exist within Text Request will need to be manually added to FranConnect, and any messages prior to the sync will not be included. Syncing starts with messages sent after the integration is turned on.
All dashboards within your Text Request account can use this integration. So, for example, 10 reps could text from 10 dashboards under the same account. You just need an admin level user within both Text Request and FranConnect to set the integration up.
How do you set up this integration?
1. Go to the Integrations section of your Text Request menu
2. Locate the FranConnect integration box underneath the Everyday Tools section
3. Select Set Up within the FranConnect box
4. Enter your FranConnect Company Code on the new page that appears, and select Connect to FranConnect
7. A new window will open and ask you to log in to your FranConnect account so you can grant Text Request access to it
8. Select “Choose Account” once you’ve found the FranConnect account you’d like to integrate
To edit the dashboards that are in sync with this integration:
1. Go to the Integrations section of your Text Request menu.
2. Locate the FranConnect integration box underneath the Everyday Tools section
3. Select Settings within the FranConnect box
4. Select between syncing selected dashboards or all dashboards
5. If you selected sync selected dashboards, check the dashboards below that you prefer to be synced
How do you disconnect this integration?
When you no longer wish to use the integration, you can disconnect it by following these steps:
1. Go to the Integrations section of your menu
2. Locate the FranConnect integration box underneath the Everyday Tools section
3. Select Settings within the FranConnect box
4. Select Delete integration on the new page that appears
5. A new window will open asking you to confirm that you’re sure you’d like to delete the integration
Once this integration is deleted, messages will remain within the FranConnect contact, but no new messages will be synced.
You may reconnect this integration at any time to begin syncing new messages again.
Contact Sync & Lead Texting
The Contact Sync feature in our FranConnect integration allows you to add sales leads and CRM leads from your FranConnect account to your Text Request contacts list. Sales leads and CRM leads are separate, so you can sync just one, or both, whenever you want. You can also choose which dashboards you want this feature active on.
To set up Contact Sync:
1. Go to the Integrations section of your Text Request menu.
2. Locate the FranConnect integration box underneath the Everyday Tools section.
3. Select Set up for either CRM Leads & Contacts or Sales Leads.
4. Select the various dashboards you want to enable this feature on or select the Sync all dashboards option if you want the feature on all of your dashboards.
5. Click Save when you’re ready to activate Contact Sync.
The Lead Texting feature in our FranConnect integration allows you to text incoming sales and CRM leads from your Text Request dashboard. Leads receive an automated message you’ve written whenever they text in. Again, sales leads and CRM leads are separate, so you can set up just one, or both, whenever you want. You can also choose which dashboards you want this feature active on.
To set up Lead Texting:
1. Go to the Integrations section of your Text Request menu.
2. Locate the FranConnect integration box underneath the Everyday Tools section.
3. Select Set up for either CRM Leads & Contacts or Sales Leads.
4. Select the dashboard you want to enable this feature on.
5. Compose your message for your leads.
6. Click Save to save the automated message.
Once you’ve set up these features, you can edit them at any time by going to Settings in the FranConnect Integration and selecting the edit button (pencil) next to the feature you want to edit.
How do you access your leads in FranConnect?
In the FranConnect dashboard, go to the navigation bar to the left.
CRM Leads: Select the Marketing dropdown, then select CRM, and finally, Leads.
Sales Leads: Select the Sales dropdown, then select Lead Management.
CRM Leads Sales Leads
