Utilizing the App Marketplace

The App Marketplace within the CRM is your go-to destination for finding and installing plugins. It hosts a wide array of apps, both free and paid, designed to enhance your CRM's functionality in various ways. From marketing automation to customer feedback tools, the marketplace offers solutions for virtually every aspect of your business operations.

How to Access the App Marketplace

1. Switch to Agency View: Initially, ensure you're in the agency view of your CRM. This view provides access to the App Marketplace. Alternatively, if you're looking to install plugins for a specific sub-account, you can switch to that account.
2. Navigate to the App Marketplace: Within the agency view, locate and click on the App Marketplace option. This will take you to the area where you can browse available apps.

Installing Plugins

Once you're in the App Marketplace, you'll notice a variety of apps categorized for easy navigation. Here's how you can install a plugin:

1. Browse or Search for Apps: Utilize the categories or the search function to find an app that suits your needs. You can view both free and paid options.
2. Review App Details: Before installing, click on an app to read more about what it does and how it can benefit your business. This step is crucial to ensure the app aligns with your objectives.
3. Install the App: To install an app, click on the "Install" button. You may be prompted to allow permissions or to complete additional steps depending on the app's requirements. Some apps may redirect you to external services (e.g., Zapier) for integration.

Practical Examples and Use Cases

• Marketing Automation: Install a plugin designed for automating your marketing campaigns, allowing you to schedule emails, social media posts, and more efficiently.
• Customer Feedback: Choose an app that enables you to collect and manage customer feedback directly through your CRM, enhancing your ability to respond to client needs.

Besides Categories that help look for specific apps when browsing the App Marketplace, you have Collections. These curated lists help you discover the top apps across certain categories. The Collections we have right now are:

• Top Installed Apps
• Newly Added Apps
• Top Free Apps
• Top Paid Apps
• Custom Experience Hub -

Top installed apps with custom JS/CSS scripts.

• Workflow Automation Hub -

Top installed apps featuring custom workflow actions and triggers.

• Conversation Hub -

Top installed apps supporting custom conversation providers.

Troubleshooting Tips and FAQs

• Installation Issues: If you encounter problems during installation, ensure that you have the necessary permissions and that your account is in the correct view (agency or sub-account).
• Choosing the Right App: If unsure about which app to install, consider your business's immediate needs and potential growth areas. It's also helpful to read reviews and ratings within the marketplace.