Does SideKick replace my CRM?
No. SideKick gives you campaign launch, lead capture, and delivery visibility. For deeper pipeline management, connect a CRM like Pipedrive, Zoho CRM, monday CRM, Keap, or Close and SideKick will send new leads there too.
Can one workspace send leads to more than one CRM?
Yes. For supported Meta Lead Form flows, SideKick can send eligible leads to all connected CRM providers for that workspace.
Where do I connect Meta and my CRM accounts?
Connected accounts live in Workspace Settings so setup stays tied to the correct workspace.
Which campaign types currently use CRM handoff?
The current automated CRM handoff flow is built for Meta Lead Form campaigns.
Where do I get help?
You can browse the Academy, open a support ticket, or email support directly depending on what you need.