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Integrate AI chatbots with Lead2Client CRM

Smart Tools for Smart Agents

Overview

Lead2Client CRM is an all-in-one platform tailored for insurance agents, providing essential tools to capture and nurture leads effectively.

Unique Features:

  • No-Code Website Builder: Create high-converting landing pages with a user-friendly drag-and-drop interface.
  • Automated Messaging: Engage leads through SMS, email, and phone calls automatically.
  • Customizable Campaigns: Easily set up follow-up campaigns and manage appointments.
  • Analytics Dashboard: Track campaign performance and customer interactions in one place.

Add Custom HTML Documentation

Step-by-Step Guide to Integrate Custom HTML into Lead2Client CRM

  1. Access the Builder: Log into your Lead2Client CRM account and navigate to the website or landing page builder.
  2. Select Your Page: Choose the page where you want to add custom HTML.
  3. Add an HTML Widget: Look for an option to add an HTML widget or element in the drag-and-drop interface.
  4. Insert Custom Code: Click on the HTML widget to open an editor. Paste your custom HTML code into this editor.
  5. Save Changes: After inserting your code, save the changes to your page.
  6. Preview and Test: Use the preview function to see how your custom HTML appears on the page. Test any functionality to ensure it works as intended.
  7. Publish: Once satisfied, publish your changes to make them live on your site.

Integration Guide

For more information on how to add custom HTML to your Lead2Client CRM website, please refer to the Custom HTML Documentation.

How to integrate OpenAssistantGPT with Lead2Client CRM

  1. Create your OpenAssistantGPT chatbot

    Sign in to your OpenAssistantGPT dashboard and create a new chatbot or select an existing one.

  2. Configure your chatbot settings

    Customize your chatbot's appearance, behavior, and knowledge base to match your website's needs.

  3. Get your embed code

    In your OpenAssistantGPT dashboard, go to the "Deployment" section and copy your unique embed code.

  4. Add the embed code to your Lead2Client CRM website

    Log in to your Lead2Client CRM account, open your website editor, and add an HTML or Custom Code element to your site. Paste the OpenAssistantGPT embed code into this element.

  5. Publish your website

    Save your changes and publish your website to make the chatbot live.

Advanced Configuration

For more advanced integrations with Lead2Client CRM, you can customize the following:

  • Chatbot position and appearance on your website
  • Trigger conditions (e.g., time on page, scroll depth)
  • Custom welcome messages based on the page content
  • Integration with your existing forms and contact systems

Builder Details

No-code Solution

✅ No coding required

Custom HTML Support

✅ Supports custom HTML