AdminPulse
- Automatically sync your contacts and organizations
- Add your call notes directly into AdminPulse
- Save time with an always up-to-date CRM
Sync AdminPulse with Leexi for automatic contact, company and call-note sync. Centralize customer interactions and streamline CRM follow-up.
AdminPulse
Sync your contacts, organizations, and call notes between Leexi and AdminPulse to centralize customer interactions and boost productivity.
Prerequisites
Before activating the integration:
- Admin rights on your Leexi and AdminPulse accounts
- Active AdminPulse account with permission to authorize the integration
- Existing contacts, organizations, and users in AdminPulse for automatic matching
Key Features
With the AdminPulse integration:
- Automatic synchronization of contacts and organizations
- Matching AdminPulse users with Leexi users
- Posting Leexi call notes directly on contacts and organizations
This version does not handle deals, pipelines, or automatic CRM filling.
Activation
- Log in to Leexi → Settings → Integrations
- Click Add the AdminPulse integration
- Log in to AdminPulse and accept permissions
- Automatically return to Leexi
- Verify and adjust user matches if needed
After Activation
- Leexi syncs your contacts, organizations, and AdminPulse users
- Leexi call notes are automatically posted on matching records
- Note updates in Leexi are reflected in AdminPulse
Where to Find Your Notes
All Leexi notes appear on linked contacts and organizations in AdminPulse for centralized tracking.
Main benefit: centralized customer data and automated interaction tracking, while staying synced between Leexi and AdminPulse.
Ready to boost your productivity with Leexi?
Leexi AI Notetaker takes notes for you