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Connecting Your CRM with KnowledgeNet.ai
Connecting Your CRM with KnowledgeNet.ai

The following CRM integrations are "self-serve." To connect, you need Administrator privileges in both the KnowledgeNet.ai and CRM accounts.

Alyssa Theodore avatar
Written by Alyssa Theodore
Updated over 5 months ago

Supported Self-Serve Integrations

Apollo

Claritysoft

Constant Contact

Copper

DealCloud

HubSpot

Keap

Outreach

Pipedrive

Prophet

Salesforce

Zoho

All self-serve CRM integrations begin the same way:

  1. A KnowledgeNet.ai Administrator must click on this link to go to the Integrations tab in the Admin Settings: https://app.knowledgenet.ai/app/admin/integrations.

  2. Find your CRM and click the blue "Connect" button. REMEMBER: You must also have Administrator privileges in your CRM account to successfully connect.

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