Step 1: From the dashboard, click the “Integrations” tab in the main menu.
Step 2: Click on “CRM” from the integrations list
Step 3: You can find Salesforce and SubcontractorHub as your CRM options
Step 4: Click “Connect” on the CRM of your choice
Step 5: Input your API URL and Authentication Key. Click “Verify and Connect” to sync your CRM
Step 6: After successfully integrating your CRM, in this case, SubcontractorHub, the integration card will look like this. The integration can be disconnected and reconnected from here with the corresponding buttons.