Integrate AdminPulse with Leexi

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

1. Log in to Leexi → Settings → Integrations
2. Click Add the AdminPulse integration
3. Log in to AdminPulse and accept permissions
4. Automatically return to Leexi
5. 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.

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