A Guide to Webhooks in BuddyCRM
What is a Webhook? A webhook is a technical process of transferring data between systems. At its most basic level,...
Admin
Set BuddyCRM up how you want it to work. Learn how to import mass contacts, set up external data links and add custom fields plus much, much more.
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Preparing your data for import
Before you can begin uploading your data into BuddyCRM, there are a few best practices to ensure that your CSV... -
Uploading Tags in Bulk
Tags are a flexible tool for segmenting and managing your data within BuddyCRM, both at Company and Contact level. There... -
CSV lookup fields
BuddyCRM provides the ability to pull data from an external CSV file into the Trading Profile of an account. This... -
Workflows
Workflows can be used to automate actions within the BuddyCRM system. There is a tutorial featured below:
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