Integrations in Your CRM

The Integrations section connects your CRM with the other tools you use every day, like Google, Outlook, Facebook, and more. By linking these accounts, you can save time and keep everything running smoothly in one place.

Watch the Walkthrough

In this video, you will learn how to:

• Connect your Google and Outlook accounts
  
  
• Integrate Facebook and other social platforms
  
  
• Reconnect accounts if passwords change
  
  
• Confirm that integrations are working correctly
  

Additional Help for CRM Integrations

• Integrations Overview (Official Guide)
  
  
• Google Integration

• Outlook Integration
  
  
• Facebook Integration
  

Quick Tips for CRM Integrations

1. Test every integration after setup to make sure it’s working.
   
   
2. Reconnect accounts anytime you update a password.
   
   
3. Use integrations to eliminate double data entry.
   
   
4. Keep login information secure and accessible only to admins.