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Connecting to Treefort in Closer

Sydney Ferguson avatar
Written by Sydney Ferguson
Updated over 6 months ago
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10 STEPS

1. There are two ways to connect to Treefort in Closer! First click connect from the widget on your dashboard

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2. Click agree & connect

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3. You can also manage your Treefort integration by clicking on settings

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4. Under business, click integrations

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5. Click view on the Treefort card

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6. Click disconnect

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7. You can always reconnect by clicking connect

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8. Click connect

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9. Click agree & connect

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10. Now that you're successfully connected, you can view Treefort's contact information right from your settings as well!

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Next step: Practice

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