Connect a Validated CRM

Use a native CRM connection only after that provider is marked available; use API/webhooks otherwise.

Step-by-step instructions

1. 1

   Open Integrations and confirm the CRM provider is marked available. If it is still in validation, use API/webhooks or wait for validation to complete.

2. 2

   Choose the validated CRM.

3. 3

   Select production/sandbox or enter required credentials.

4. 4

   Authorize access.

5. 5

   Run connection test.

6. 6

   Name and save the connection.