You can set up and manage CRM connections with ease. When you initiate a CRM setup, you’ll be redirected to the specific setup flow for that CRM. Once configured, you can then connect your lists from the List Detail View directly to any of your connected CRMs. If a CRM is already set up, you can immediately link your list — otherwise, you’ll need to complete the CRM setup before connecting it.
In the Settings section, you can set up your CRM connections. When you select a CRM to connect, you’ll be redirected to that CRM’s dedicated setup flow. Follow the on-screen steps to provide the necessary credentials and configuration details. Once configured successfully, the CRM becomes available throughout the platform.
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Within the List Overview, you’ll see a snapshot of all your lists and their current CRM connections. If a list isn’t already linked to a CRM, you can right click on a list to get the option to connect.
If your CRM has already been set up, you can connect the list instantly, otherwise please follow the steps in the dedicated setup flow.
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In the top right corner of a list, one can click “Manage CRMs” to configure and connect your CRM integrations. Once set up, the connection status will be visible on your connected lists, so you can easily verify which CRM connections are active.
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Sync failures may be caused by CRM downtime, a deleted list, or revoked permissions. Please check these factors and try again. If the problem persists, please contact support at [email protected].