Baptiste Lorreyte

CrocoTeam

Learn how to integrate third-party tools with CrocoClick.

API & Integrations

Native Integrations

Learn how to connect your Google account to CrocoClick to access the Google Business Profile, multimedia storage and ad manager directly from your CRM.

Google: Connect your Google account with CrocoClick

Connect Wave to CrocoClick to automatically synchronize your invoices, avoid manual re-entry and keep your accounting up to date, within the limits of the Wave API.

Wave: Integrate Wave with CrocoClick (invoice synchronization)

Automate TikTok comments and messages with CrocoClick to automatically reply, capture contacts and trigger automations, based on the capabilities of the TikTok API.

TikTok: Automate TikTok in CrocoClick (messages & comments)

Discover how to use Asana with CrocoClick: triggers, actions and automation examples to synchronize sales and task management.

Asana: actions and triggers in CrocoClick automations

Connect Typeform to CrocoClick to automatically turn your form responses into leads, opportunities and personalized marketing automation.

Typeform: actions and triggers in CrocoClick automations

Discover how to use ClickUp with CrocoClick: triggers, actions and automation examples to synchronize project management and business events.

ClickUp: actions and triggers in CrocoClick automations

Use Notion with CrocoClick to automatically create, update and synchronize Notion pages and databases, trigger automations and centralize your business data.

Concept: actions and triggers in CrocoClick automations

Discover how to use Airtable with CrocoClick: triggers and actions clearly explained to automate and synchronize your data via workflows.

Airtable: actions and triggers in CrocoClick automations

Discover how to use Basecamp with CrocoClick: triggers, actions and automation examples to synchronize sales and project management.

Basecamp: actions and triggers in CrocoClick automations

Find out how to connect Clio to CrocoClick to automate customer communication, case tracking, advice requests and customer relations for law firms.

Clio : Connect Clio to CrocoClick

Connect one or more Facebook Pages to CrocoClick to automatically receive Facebook Lead Ads leads, map fields and trigger follow-up automations as soon as a lead arrives.

Facebook: Connect Facebook to CrocoClick (multi-page & lead forms)

Connect Google Ads to CrocoClick to automatically synchronize leads from Google Ads forms and trigger follow-up automations as soon as they are submitted.

Google Ads : Connect Google Ads to CrocoClick (Lead forms)

Use Google Contacts with CrocoClick to automatically create, update and organize your contacts, trigger automations and synchronize your CRM with Google.

Google Contacts: actions and triggers in CrocoClick automations

Automatically synchronize your LinkedIn Lead Ads with CrocoClick, map forms and trigger follow-up automations as soon as Lead Gen Forms are submitted.

LinkedIn Ads: Integrate LinkedIn Lead Ads with CrocoClick

Connect QuickBooks to CrocoClick to automatically synchronize customers, invoices and payments, reduce manual re-entry and keep your accounting up to date.

QuickBooks: Integrate QuickBooks with CrocoClick

Connect Shopify to CrocoClick to synchronize customers and orders, trigger e-commerce automation and manage customer follow-up without manual re-entry.

Shopify : Connect Shopify to CrocoClick

Automatically send Slack notifications from CrocoClick to inform your team in real time when leads arrive, opportunities change or payments are received.

Slack: Send Slack notifications with CrocoClick automations

Connect Stripe to CrocoClick to securely accept payments, create checkout pages and trigger post-payment automations.

Stripe: Connect Stripe to CrocoClick (Payments & Checkout)

Leverage WooCommerce integration and benefit from centralized, automated data management via CrocoClick

WooCommerce : Import and/or Synchronize your WooCommerce Store with CrocoClick

Connect TikTok Lead Ads to CrocoClick to automatically synchronize Instant Forms leads and trigger follow-up automations as soon as they are submitted.

TikTok Ads: Connect TikTok Lead Ads to CrocoClick

Integrate Xero with CrocoClick to import your contacts and automatically synchronize your invoices, reduce double entry and keep your accounting up to date.

Xero: Integrate Xero with CrocoClick (invoices & contacts)

Connect Google Forms to CrocoClick to automatically trigger automations with each new response, synchronize your leads and build conditional logic without third-party tools.

Google Forms: actions and triggers in CrocoClick automations

Integrate VAPI with CrocoClick to automate AI calls, AI chats and file management via your automations: triggers, actions, configuration, use cases, concurrency limits and best practices.

VAPI: Automate AI Calls, Chats and Knowledge Base Management

Use OpenRouter in CrocoClick to generate AI responses directly in your automations: Generate Response action configuration, prompts, templates, use cases and best practices.

OpenRouter: Generate AI responses with access to over 300 different AI models 

Integrate Manus AI into CrocoClick to create, manage and continue AI tasks directly in your automations: configuration, triggers, actions, best practices and advanced use cases.

Manus AI: Automate structured tasks directly from CrocoClick

Discover how webhooks simplify the integration of external software on CrocoClick, by triggering instant actions.

Use Webhooks to connect any part of CrocoClick to your external apps (and vice versa)

Use the Inbound Webhook trigger to automate the import of external data (Zapier, Make) into CrocoClick.

Use the Webhook trigger (incoming webhook)

Use the Webhook action to automate the sending of data to external software (Zapier or Make) and optimize your CRM workflows.

Use the Webhook action (outgoing webhook)

Find out how to connect CrocoClick to your external tools with secure private integrations for optimum automation.

Use the CrocoClick API to create private integrations

Feedback

Roadmap

Changelog

Discover CrocoClick and adapt the platform to your needs

Introduction to CrocoClick

Find out how to navigate CrocoClick easily using the side menu

CrocoClick overview

CrocoPack turns CrocoClick into a business machine: ready-to-use systems, 100+ templates, installed in 1 click. Saves hundreds of hours.

The CrocoPack (templates & systems)

Discover the Platform

Automate email, SMS, social networking and AI interactions: CrocoClick centralizes all your workflows, without coding.

Introduction to the "Automation" tab in CrocoClick

Customize your reporting with CrocoClick dashboards: creation, management, widgets, rights and best practices.

Discover the "Dashboard" tab

Manage all your communications in one place with CrocoClick: messages, calls, SMS, emails and social networks organized efficiently.

Discover the "Conversations" tab

Centralize, automate and synchronize all your schedules and appointments with the CrocoClick Calendars tab.

Discover the "Calendars" tab

Manage, segment and exploit all your contacts in CrocoClick for optimal customer follow-up and an always up-to-date database.

Discover the "Contact" tab

Centralize, prioritize and manage all your sales deals in the Opportunities tab to boost your CrocoClick sales.

Discover the "Opportunities" tab

Manage, track and collect all your payments easily with CrocoClick: invoices, links, subscriptions and Stripe/Paypal integrations.

Discover the "Payment" tab

Centralize, automate and optimize your campaigns, emails, social networks and branding with the CrocoClick Marketing tab.

Discover the "Marketing" tab

Centralize the creation of sites, tunnels, stores, webinars, blogs and forms with CrocoClick

Discover the "Sites" tab

Discover the "Subscriptions" tab (LMS)

Discover the first steps to optimize your business with CrocoClick

First Steps

Add, modify and personalize a contact record in CrocoClick to launch automations or email campaigns.

Create and manage your first contact

Create a sequence of automatic e-mails after form submission in CrocoClick.

Create your first email automation

Launch your first email campaign step by step: choose a template, define recipients, track statistics.

Create your First Email / Newsletter Campaign

Set up an appointment calendar and activate automatic reminders in CrocoClick.

Create your First Online Calendar

Set up a personalized sales tunnel, create a capture form and link the funnel to a domain.

Create your first Funnel

Connect your social networks and schedule publications easily from the CrocoClick social planner.

Plan your first post on your social networks

Structure your sales tunnel by creating and customizing a pipeline in the Prospect tool.

Create your first Pipeline to track prospects

Learn how to migrate your data to CrocoClick

Migration

A complete guide to easily migrate your contacts, transactions, e-mails, forms and automations from ActiveCampaign to CrocoClick.

Migrating from ActiveCampaign to CrocoClick

Easily migrate your communities, training courses and automations from Skool to CrocoClick to optimize engagement and management.

Migrating from Skool to CrocoClick

Find out how to easily migrate your funnels, sites, products and other resources from ClickFunnels to CrocoClick.

Migrating from ClickFunnels to CrocoClick

A complete guide to migrating from Keap to CrocoClick: transfer your contacts, automations, pipelines and more.

Migrating from Keap to CrocoClick

Complete guide to migrating your contacts, sites, automations and more from Wix to CrocoClick for efficient, centralized management.

Migrating from Wix to CrocoClick

Migrate from Calendly to CrocoClick and improve your appointment management and automation with advanced features.

Migrating from Calendly to CrocoClick

Guide to easily migrate from Zoho to CrocoClick by transferring contacts, calendars, opportunities and automations.

Migrating from Zoho to CrocoClick

Migrate your forms and automations from Typeform to CrocoClick for seamless CRM integration.

Migrating from Typeform to CrocoClick

Complete guide to migrating from HubSpot to CrocoClick, including CRM, workflows and marketing campaigns.

Migrating from HubSpot to CrocoClick

Practical guide to transferring your contacts, e-mail campaigns and automations from Mailchimp to CrocoClick.

Migrating from Mailchimp to CrocoClick

Migrate from ConvertKit to CrocoClick to centralize subscribers, automations, forms and digital sales.

Migrating from Convertkit to CrocoClick

Migrate from Squarespace to CrocoClick to centralize your website, CRM and marketing and optimize your processes seamlessly.

Migrating from SquareSpace to CrocoClick

Untitled document

Guide to migrating from Pipedrive to CrocoClick and centralizing CRM, sales and automation efficiently.

Migrating from Pipedrive to CrocoClick

Find out how to easily migrate your GoHighLevel or GHL agency account to CrocoClick with the official sub-account transfer.

Migrating from GHL (or an agency) to CrocoClick

Manage your contacts and learn to use the full power of your CRM

Contacts & Opportunities

Learn how to manage your contacts and leads into CrocoClick

Contacts & CRM

Custom Objects (Advanced)

Import & Export your contact from and into CrocoClick CRM

Import & Export

CrocoClick uses the 'Do Not Disturb' (DND) function to manage unsubscriptions and respect your contacts' preferences.

How CrocoClick handles unsubscribes with its DND (Do Not Disturb) function

Learn how to create a personalized unsubscribe page and a personalized unsubscribe link to enable your users to manage their email preferences, respect their choices and optimize your campaigns.

Create an unsubscribe link and a personalized unsubscribe page

Merge duplicate contacts in CRM to avoid duplication, centralize data and clean up your customer base.

How to merge contacts in CrocoClick CRM

Use CrocoClick's smart lists to segment your subscribers automatically and efficiently.

How to create and edit smart lists

Organize your contacts in CrocoClick with tags and smart lists for targeted campaigns and effective segmentation.

Understanding CrocoClick's Smart Lists & Tags (and when to use them)

Create, automate and optimize your pipeline in CrocoClick

Opportunities

Complete guide to creating, automating and optimizing your pipeline in CrocoClick: structure, automatic transitions and associated actions

[GUIDE] Automate your opportunity pipeline with CrocoClick

Create a clear and efficient pipeline in CrocoClick: define key stages and structure your sales process

Create an efficient pipeline in CrocoClick to manage your opportunities

Use CrocoClick opportunity triggers to automate reminders, notifications and tasks according to the stage of your pipeline

Automating pipeline actions in CrocoClick

Automate the transition from one stage to the next in your CrocoClick pipeline, save time and create 100% seamless prospect follow-up.

Automate the transition from one stage to the next in your CrocoClick pipeline

Discover CrocoClick's FAQ on opportunities and pipelines: export, sharing, activity tracking, multiple contacts, lost opportunities, custom fields and reasons for loss. Manage your sales more easily.

FAQ about opportunities / pipeline

Discover how to manage your tasks in CrocoClick: creation, assignment, advanced filters, intelligent sorting, grouped actions and automation via workflows. Optimize your organization and collaborate effectively with your team.

Managing "Tasks" in CrocoClick

Discover how CrocoClick's Smart Tags can visually prioritize your opportunities with automatic rules and colored tags.

Use Smart Tags to color and prioritize your opportunities

Manage custom fields for your contacts so you can save all the infos you need

Custom Fields

Track leads automatically with hidden fields and URL parameters.

Track lead origins with hidden fields and URL parameters

Email Campaigns, Social Networks, Affiliate Manager...

Communication

Learn how to create a dedicated email domain to send emails with a branded address and improve your deliverability

Create a dedicated domain for sending e-mails (@mondomaine.com)

Create your professional e-mail address on CrocoClick in 1 click: connect your domain and send e-mails with your own @mondomaine.com, without any complex configuration.

Create an e-mail address on CrocoClick

Use reply-to and forwarding addresses to redirect replies to CrocoClick to another mailbox (Gmail, Outlook, etc.) using the forwarding and BCC options

Receive mail elsewhere than in CrocoClick

CrocoClick explains the truth about mailbox AI, the 3 pillars of deliverability and our dedicated IP solutions.

Understand email deliverability to maximize your chances of having emails read by your contacts

Discover concrete actions to optimize your email deliverability: warm-up, segmentation, clean-up, content, engagement and CrocoClick best practices.

Optimize your deliverability: concrete actions to improve your domain and IP score

Find out how Google Postmaster Tools analyzes your email reputation, spam rates and authentication, and how to connect it to CrocoClick to optimize your deliverability.

Connect Google Postmaster Tools to monitor your e-mail reputation

DMARC error on CrocoClick? Find out why a DMARC policy is required on the main domain, even with a sending subdomain, and how to add a DMARC p=none easily.

Fix "No DMARC record found for this domain" error

Manage email preferences by mailing list in CrocoClick. Allow your contacts to choose their subscriptions, improve deliverability and stay compliant with email rules.

Manage email preferences and mailing lists

Learn how to create effective email marketing campaigns

Email Marketing

Discover all the dynamic variable categories in CrocoClick to personalize your communications and optimize your CRM processes.

List of dynamic variables / customs values

Customize and automate your communications with CrocoClick's dynamic variables / customs values.

Understanding dynamic variables / customs values

Learn how to send a file (Ebook, PDF, etc.) in a campaign or automation with CrocoClick via a button or as an attachment