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Connect CRM

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Written by Mikalai Sushko
Updated over 9 months ago

The connection of CRM to DealSignal will allow you to enrich CRM data and add new records that were discovered through DealSignal's verification process.

Note that the steps below could vary based on the CRM that you want to integrate, but the general flow will be the same

Connect CRM

  1. Go to the Settings page from the main menu.

  2. Navigate to the Integrations tab.

  3. Click on the Connect button against the CRM that you want to connect.

  4. The system will redirect you to the CRM authentication page where in a few steps you need to authorize and confirm the data integration between DealSignal and CRM.

  5. Once it is done you will be redirected back to DealSignal and the CRM connection will be established.

  6. The next step will be to update the CRM mapping.

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