In the HeyReach integration tab, you can manage all your connected CRMs within your HeyReach organization.
You can include integrations with multiple HubSpot and Pipedrive CRMs.
Adding integrations is simple and allows you to send prospects directly from HeyReach to your or your client's CRM.
To set up an integration, follow these steps:
Click on the "Add Integration" button in the HeyReach integration tab.
Select the CRM type (HubSpot or Pipedrive) for the integration.
Provide a name for the integration to easily identify it.
Enter the API key associated with the chosen CRM. This key authenticates the connection between HeyReach and the CRM.
By configuring the integration in this way, you can seamlessly send prospects to your client's CRM directly from HeyReach. This enables efficient lead management and keeps your CRM data up to date.
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