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  • Back to CreamSoda
Logo CreamSoda Logo CreamSoda
  • Back to CreamSoda
  • How it works
    • CreamSoda Sales Management CRM
  • Get Started
    • Get Started with CreamSoda
    • Set up and customize deal pipelines and deal stages
  • Organization Settings
    • How to update your Organization Information
  • Import Data
    • Importing Data into CreamSoda with spreadsheets
    • Import Data Template
  • Person and Company
    • What is a Person record?
    • How to add a Person record?
    • How to delete a Person record?
    • Update Person or Company records in Bulk
    • Manage Person and Company ownership and Visibility
    • What is a Company record?
    • How to Add a Company
  • Deal
    • What is a Deal?
    • How to add a Deal?
    • How to delete a Deal?
    • Manage Deal Ownership and Visibility
  • Custom Fields
    • Create Custom Fields
    • What are Custom Fields?
  • Lists
    • Manage List Ownership and Visibility
    • Harness the Power of Lists
  • User Management
    • How to Add a New User or Team Member
    • How to Invite Multiple Users or Team Members
    • How to Resend an Invitation Email
    • How to Transfer Team Members to a new Manager
    • How to Transfer Resource Ownership
    • How to Edit User Access in CreamSoda
    • How to Suspend a User
    • How to Delete a User
    • How to update your Profile
  • Document Management System
    • Upload Files in CreamSoda
  • Connect & Automate
    • Sync your Email, Calendar and Contact
    • Create and Manage Lead Forms
    • Integrating with Stripe
    • Integrating with PayPal
    • How to Create and Manage Appointment Booking
  • Sequence
    • Understanding Sequences
  1. Overview
  2. Connect & Automate

Connect & Automate

  • Sync your Email, Calendar and Contact

    CreamSoda enables you to link your Microsoft or Google emails, contacts, and calendars to your account. With this capability, you can sign in to CreamSoda using your Provider's account and efficiently manage tasks and follow-ups. Additional ...

  • Create and Manage Lead Forms

    In this guide, you'll learn how to create and manage lead forms to capture visitor information and generate leads for your business. These forms can be customized for various purposes like contact forms, booking forms, consultation forms, and more. Let&rs ...

  • Integrating with Stripe

    Integrating Stripe with CreamSoda enables you to seamlessly collect payments using Lead Forms. This guide provides step-by-step instructions to help you set up the integration. Steps to Integrate Stripe with CreamSoda 1. Access the Profile Settings ...

  • Integrating with PayPal

    Integrating PayPal with CreamSoda allows you to effortlessly collect payments using Lead Forms. Follow the instructions below to set up PayPal integration. Steps to Integrate PayPal with CreamSoda 1. Access the Profile Settings Log in to your Cream ...

  • How to Create and Manage Appointment Booking

    CreamSoda's Appointment Booking functionality allows visitors to schedule meetings  seamlessly with you while offering robust customization options. Below, we explain how to create, manage, and optimize appointment booking types, ensuring a smooth ex ...

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