Part 6: Tie Your Systems Together

Integrating Your Other Business Software with Carrot

More than likely Carrot isn’t the only software you’re using…

Many of our members also take advantage of CRMs, email-list software, and other online tools…

and at Carrot, we want you to be able to easily integrate all of the tools you use.

In this section, we’ll look at the various software you may have and how to connect your Carrot site to your other software.

There’s no video here since everyone has different systems that they use and need to tie together.

If you find that you have questions about tying in your CRM, domain name, live chat, analytics, or any other system, please do not hesitate to reach out to our team via live-chat. We would love to work with you to ensure your site is tied to everything you need to run a successful business.

If you have a CRM or email marketing system you’ll want to get that integrated with the forms on your site.

When someone fills out the form, you’ll want the lead to be entered into your follow up and email systems.

1. Connect your email or CRM software.

Next, you’ll want to add any of your social media accounts to the site.

2. Connect your social media accounts.

Lastly, your Carrot dashboard will already report a lot of key metrics, such as visitors, pages visited, and leads generated, but if you have a google analytics account and want to really dig into your metrics, here’s the tutorial for connecting your google analytics.

3. Attach your google analytics account.


Congratulations!!!

You’ve completed the first phase to get your site launched and personalized. Now, it’s time to start driving traffic to your site. This can differ based on your available resources. We recommend going back to the Guide to check out the next phase that makes sense for you and your business.
Want us to do a quick review of the site, please send it to our team and we’ll take a day or two to give you some feedback based upon the testing we have done. 

Check out the Guide for your next step in driving traffic ›