Expected duration : 2 mins

Prerequisites

• Admin rights for your Leexi and AdminPulse accounts
• An active AdminPulse account with permission to authorize the integration
• Your contacts, organizations, and users should already exist in AdminPulse if you want Leexi to match them automatically

What this integration does

The AdminPulse integration connects your Leexi workspace to AdminPulse so that Leexi can:

• Sync contacts from AdminPulse to Leexi
• Sync organizations from AdminPulse to Leexi
• Sync AdminPulse users and help match them with Leexi users
• Post Leexi call notes back to the related AdminPulse records

Current scope

In the current version, Leexi writes notes to:

• Contacts
• Organizations

The current version does not support:

• Deals or opportunities
• Pipelines or stages
• CRM Autofill