Connecting StepWise to Your CRM
Last updated July 19, 2024
Integrating StepWise with your CRM system can streamline your workflow and enhance customer relationship management. Follow these simple steps to connect StepWise to your CRM:
Step 1: Access StepWise Settings
- Log in to your StepWise account.
- Navigate to the 'Settings' section from the main menu.
Step 2: Locate the CRM Integration Option
- In the Settings menu, find the 'Integrations' tab.
- Select 'CRM Integration' from the available options.
Step 3: Choose Your CRM
- From the list of supported CRMs, select the CRM system you are using (e.g., Salesforce, HubSpot, Zoho).
- Click on 'Connect'.
Step 4: Authorize StepWise
- You will be redirected to your CRM’s authorization page.
- Log in to your CRM account and grant necessary permissions to StepWise.
Step 5: Configure Integration Settings
- Return to the StepWise integration settings.
- Configure the sync settings such as data fields to sync, sync frequency, and any specific rules.
Step 6: Test the Integration
- Perform a test sync to ensure that data is being transferred correctly between StepWise and your CRM.
- Check for any errors and resolve them as needed.
Step 7: Start Using the Integrated System
- Once the test is successful, begin using the integrated StepWise and CRM system.
- Monitor the integration regularly to ensure smooth operation.
Integrating StepWise with your CRM will help you manage customer relationships more effectively, improving your overall business processes.
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