Many CRM tools, such as your funnels and emails, require your domain to be connected to work properly. DNS management, billing, and domain security can feel confusing, so transferring your domain management into the CRM is a good way to simplify those details and keep everything connected. If that sounds useful, follow the steps below.
How Do I Transfer My Domain?
Start by navigating to the Domains & URL Redirects section in your account settings, then head to the Domains tab.
For domains that aren't connected to the CRM, click Purchase/Transfer domain.
Then click Transfer-In Domain.
Type in the domain name(s) you want to transfer and click Continue.
For domains you've already connected to the CRM, simply click Transfer-In.
This takes you to step two, where the CRM checks that your domain is available for transferring. Once verified, click Continue.
Upload (1) your DNS records as a Zone File, or Auto-Scan (2) the DNS records of your domain.
Add any missing records, confirm you've verified them, and click Continue.
In the Finalise Transfer step, log in to the domain registrar where you originally purchased your domain, then follow their steps to obtain your Authorisation (EPP) Code. You'll need to enter this code to confirm and finalise the transfer.
Finally, approve the domain transfer inside your current registrar. You can use the redirection button to access it if needed.
Once you approve the transfer and the CRM verifies it, your tools and content will connect automatically, with no need to switch between different platforms.
Important Notes
- Some TLDs (e.g., .in, .co, .uk, .tv) are not supported at this time.
- Always verify DNS records post-scan to avoid interruptions.
- Transfer charges include rebilling markup if applicable at the sub-account level.