Effi Help Center
All collections
Capture & import leads
Capture & import leads
Get leads into Effi from anywhere, without retyping.
Add & import leads
Add a lead manually
Import leads with the Lead Import Tool
Aggregator & CRM integrations
Connect and import from Salestrekker
Connect and import from Connective
Two-way sync with Financeable
Zoho CRM lead and deal sync
Website capture & lead rules
Add lead capture to your website: Apply.Broker and Asset Finance widgets
Prevent duplicate open leads
Set up lead distribution rules
