Step 1: Select your CRM
Go to Sources and find your CRM from the list. Click Connect.
Scroll down this article for further instructions depending on your CRM vendor👇
You will need to input an API key from your CRM Settings. Paste this into the dialog box on Reveal then authorize Reveal to access your CRM.
How to find your API key? Click the options below
Next: Define your Status Rules
Ready to start using Reveal?
Still have questions about Data Sources?