Instant Lead Follow-Up, Seamlessly Integrated with FranchiseSoft

FranFunnel connects directly with your FranchiseSoft instance to power lightning-fast SMS and email outreach — without changing your CRM workflow.

How It Works

🔄

Capture

New leads appear in both FranFunnel and FranchiseSoft (leads can flow in either direction)

✉️ 

Trigger

FranFunnel instantly sends a personalized SMS and/or email based on your preferred segments

📈 

Engage

Engaged leads show up directly in FranFunnel and messaging is pushed back to FranchiseSoft as activities

FranFunnel + FranchiseSoft Integration

FranFunnel activity auto-logged inside FranchiseSoft timeline

Why Use FranFunnel with FranchiseSoft?

| ✅ | Speed

Reach out to leads within seconds of form submission

| 🤖 | Automation

Trigger outreach without lifting a finger

| 💬 | Text-first

SMS gets responses where email gets ignored

| 🔄 | Two-way sync

Log messages as activities or notes inside FranchiseSoft

| 🔧 | Customizable

Flexible setup via webhooks, Zapier, or direct API

| 🤝 | White-glove onboarding

We handle setup and support from Day 1

What's Included in the Integration

  • Smart routing logic between FranchiseSoft and FranFunnel

  • Choose lead entry point and preferred messaging flow

  • Smart filters to determine which leads enter FranFunnel, FranchiseSoft or both

  • Trigger messages when new leads enter FranchiseSoft

  • Auto-text or email based on lead type or form source

  • Assign leads to specific reps or territories

  • Sync FranFunnel activity logs back to FranchiseSoft

  • Personalized onboarding & support

Real Results

“We saw an immediate increase in meeting rate within days of using FranFunnel, and we get all our data in FranchiseSoft.”

— Development Director, Multi-unit health care brand

Get Set Up in Minutes, Not Months

We handle the hard parts — you’re up and running before your next lead comes in.

📄 Step 1

You provide account credentials for activity sync

🛠 Step 2

We configure lead flow via a 15-minute screenshare

🧠 Step 3

We map lead fields (name, phone, email, source, etc.)

💻 Step 4

We help you pick outreach flows (SMS, email, or both)

✅ Step 5

We test, launch, and monitor performance

🔁 Step 6

We push message activity back into FranchiseSoft

FranFunnel + FranchiseSoft FAQs

Does this require a FranchiseSoft dev license or admin access? +
No. If you have webhook capabilities or API access in your FranchiseSoft plan, you're good to go.
Can I log FranFunnel messages back to FranchiseSoft? +
Yes. We can push SMS/email activity back into the lead’s timeline or notes — depending on what your CRM supports.
How long does setup take? +
Most customers are live in under a day. Our team walks you through every step.
Can I trigger different messages based on lead source? +
Absolutely. We support routing based on lead type, source, tags, or campaign.

Ready to Get Best-in-Class Messaging on Top of Your CRM?

Connect FranFunnel to FranchiseSoft