Connecting Your CRM with Intelligems
Last updated June 14, 2024
Integrating your CRM with Intelligems allows you to seamlessly sync customer data and improve collaborative efforts. Follow these steps to establish a connection between your CRM and Intelligems.
Steps to Integrate Your CRM
- Step 1: Log in to your Intelligems account and navigate to the settings page.
- Step 2: Locate the "Integrations" tab in the settings menu and click on it.
- Step 3: Find your CRM from the list of available integrations and select it.
- Step 4: Click on the "Connect" button next to your CRM's name.
- Step 5: A pop-up window will appear, asking you to log in to your CRM account. Enter your credentials and authorize the connection.
- Step 6: Once authorized, configure any additional settings specific to your CRM to tailor the integration to your needs.
- Step 7: Click "Save" to finalize the integration process.
You have now successfully connected your CRM with Intelligems. Your customer data should start syncing automatically, enhancing your workflow and collaboration capabilities.
Was this article helpful?