How do I integrate my CRM?

The process for integrating different CRMs are sometimes unique to a platform. In general, it is a fast and easy process. 

Click on the Integrations tab in the main menu. 

Next, click the New Integration button located in the upper right-hand corner of the screen.

In the New Integration card, click on the Lead Source drop-down menu. Select the CRM you would like to integrate. 

Fill out any additional information that appears after you have selected your CRM from the drop-down menu.

When that is finished you can click the Create Integration button. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us