CRM Integration (1-time setup)
Zeplyn can seamlessly integrate with Salesforce, Redtail, and Wealthbox.
Once in the settings menu, click which CRM you wish you wish to integrate with, then enter your account information to authorize the integration.
How to Integrate Your Supported CRM
Users can integrate Salesforce, WealthBox, and RedTail with simple steps within settings.
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Written by Andrew Anderson
Updated over a month ago