DO ONE THING WELL

Set up a supported CRM connection

Step by step

1. 1

   Open Integrations and confirm the connection you need is available. Use Intaria Connect APIs or signed webhooks where appropriate.

2. 2

   Choose the connection to configure.

3. 3

   Select the appropriate environment and provide the required credentials.

4. 4

   Authorize access.

5. 5

   Test the connection, then name and save it.