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QuickStart Guides

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Guide: Create a Custom Preference Center


Create a custom preference center for your contacts to customize their email content and frequency preferences

Guide: Using Counter Fields in automation workflows


Use Counter Fields in your workflows to tag contacts and add them to different email lists

Guide: Zapier and Shopify Integration


Integrate with Zapier to pass lead and order information from Shopify into your Lead Gen & CRM account

Guide: PandaDoc and Make.com Integration


Integrate with Make.com and generate contracts within PandaDoc with Lead Gen & CRM

Guide: Create a Customer Feedback Survey


Create a form to capture feedback from customers after an interaction with a team member


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