How to Connect a CRM
Connecting your CRM is one of the most powerful features of ProspectingToolkit.
Alex
Last Update 2 years ago
We know that you’ll probably use lots of different software and tools across your typical working week.
But wouldn’t it be great if everything was in one place?
By integrating your CRM into ProspectingToolkit, you can connect your most important software to get synced and linked across all your work channels!
Follow the steps below to connect your CRM to ProspectingToolkit.
1. Head to the “Integrations” tab from the left-hand side menu of your dashboard.
2. Click “CRM Integrations” at the top, and then select the blue “+Add CRM Integration” in the top right-hand corner.
3. Select your chosen CRM tool that you want to integrate, and enter your details to link it.