Conecte un CRM validado

Use una conexión nativa solo cuando el proveedor esté disponible; use API o webhooks cuando corresponda.

Instrucciones paso a paso

1. 1

   Abra 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

   Elija the validated CRM.

3. 3

   Seleccione production/sandbox or enter required credentials.

4. 4

   Authorize access.

5. 5

   Run connection test.

6. 6

   Name and save the connection.