Many of our customers use MCA Simplified for storing and contacting leads.
We build a custom integration for them so that they can apply a tag to any contact, and all of that contact’s information and files are instantly pushed to MCA Pilot.
Here are the steps to integrate your MCA Simplified:
Create the tag (under Custom Fields).
Create a workflow (under Automation) that’s triggered when the tag is applied to a contact.
Add an action called “Webhook” (no need for the custom one).
Reach out to us for a Webhook URL and enter it.
Test the workflow by selecting any contact with all the info filled out.
Let us know that you've sent the test!