Managing Integrations

The connections to third party systems and services are managed through the Integrations menu under the Admin menu.

To see the current list of available integrations, click here.

It will bring up the connections screen. You can see available vs active connections.

Using the type buttons, you can search integrations by their purpose.

To activate a connection, click on “Activate”. If the connection is already active, the button will say “Settings” to change settings.

Please note that there may be fees from third-parties for the use of their services. These fees are not included in your the CRM subscription.

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