Connect CRM

Integrate your CRM system with the application to automate your workflow.

1 min read

Step 1: Enter the Application

First, log in to the application using your credentials. Once you are logged in, navigate to the dashboard.

Step 2: Click "Connect CRM"

On the dashboard, locate the "Connect CRM" button. Click on this button to initiate the CRM integration process.

Step 3: Redirect to CRM Authorization Page

After clicking the "Connect CRM" button, you will be redirected to the CRM authorization page. This page is where you will authorize the application to access your CRM data.

Step 4: Click "Connect" and Follow Instructions

On the CRM authorization page, click the "Connect" button. Follow the on-screen instructions to complete the integration process. This may involve logging into your CRM account and granting the necessary permissions.

Once the integration is complete, you will be able to manage your CRM data directly from the application, streamlining your workflow and improving efficiency.