Learn how to connect your LabStar CRM to LabWorthy so that your surveys will automatically send to your clients.
1. In your LabStar CRM, go into settings
2. Click Client > CRM Settings
3. There should be a field in the top left where you can type "LabWorthy", which should autofill or you to click
4. There will be a space for you to enter your LabWorthy username (the email you registered with for you LabWorthy account). Save.
5. The Accounts will be linked
6. IMPORTANT: Surveys are sent to their customers after a lab case has been marked complete in their *LabStar* software
7. Each client will then receive a survey automatically every 30 days after the first.
8. Let me know that you've set this up (email@example.com) and we will allow permissions to use LabStar on our end.
Still having trouble? Click here to open a ticket.