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      CRM integration settings
      • 18 Jan 2024
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      Contents

      CRM integration settings

      • Updated on 18 Jan 2024
      • 1 Minute to read
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      Article Summary

      Who should read this article: Administrators

      Additonal settings for those CRM integrations that require more than the basic settings in the System settings page.

      Information

      Refer to the CRM integration overview article to find the link to your specific CRM to learn about the settings for this page.

      Introduction

      To integrate certain Contact Relationship Management (CRM) platforms with Voiso, additional steps must be performed beyond the basic settings on the System settings page.

      CRM Integrations Settings Page

      Important

      Whenever you modify settings on the CRM integration settings page, remember to scroll to the bottom and click Save to make your changes active.

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