New leads from Directorii can be customized with specific stages, categories, and campaign triggers when they enter ProLine.
Configuring Directorii Integration
Navigate to Integrations from the main ProLine interface.
Locate and click Directorii.
On the Directorii integration page from "Step 1":
Copy the Webhook URL and Token.
Input these into your Directorii account under the designated settings.
Customize the settings for new leads in "Step 2". These will settings determine what happens when leads come from Directorii into ProLine. For example:
Assign a Stage where new leads will be created.
Set a Default Category to tag such projects.
Specify a Campaign to start in ProLine for these projects.
After configuring the settings, click Enable Integration to activate.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.