The Benefits of Integrating Your Tools and CRM
Introduction
Empower your sales team and business with boundless integration capabilities. Seamlessly blend your go-to tools with our user-friendly platform, enhancing your sales and marketing strategies. Effortlessly manage your pipeline and make informed decisions. The transition from tedious manual data input to streamlined, efficient automation is only a few simple steps away.
Using Zapier or Pabbly to connect your tech stack
To connect your CRM
Step 1
Access Your Profile In the top right corner of the page, you will see an icon with your profile name on it. Click on this icon to open up a drop-down menu.
Step 2
Select Integration from the drop-down menu to start the setup process. This will bring you to a new page with a variety of options for your account.
Step 3
Click on CRM From the list of options on the Integration page, click on the CRM option. This will bring you to the CRM integration page where you can set up your connection.
Step 4
Name Your Connection. To easily identify your integration, later on, it is important to give your connection a name. Select the "Name" field and enter a unique name for your integration.
Step 5
Enter Your API Token. The next step is to enter your API token for your CRM. This token is what allows our tool to connect with your CRM. If you are unsure of where to find your API token, check with your CRM provider for specific instructions.
Step 6
Save Your Integration Once you have entered your API token, it is important to save your integration. To do this, simply click on the "Save" button at the bottom of the page.
Say goodbye to manual data entry and hello to efficient automation. With your CRM, you can save time and eliminate human error by automating repetitive tasks and syncing important data across platforms. No more switching back and forth between various tools and CRMs. Trust us, you won't regret it.