CRM Integration (1-time setup)
Zeplyn can seamlessly integrate with Salesforce, Redtail, Wealthbox, Practifi, Salentica, XLR8, MS Dynamics, Tamarac, Amplify, or Advisor Engine.
Once in the settings menu, click which CRM you wish you wish to integrate with, then enter your account information to authorize the integration.
For additional questions, please reach out to support@zeplyn.ai.