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CRM integration settings
- 22 Nov 2024
- 1 Minute to read
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CRM integration settings
- Updated on 22 Nov 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
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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
The following integrations are now handled by the Integrations page:
To integrate the other Contact Relationship Management (CRM) platforms with Voiso, additional steps must be performed beyond the basic settings on the System settings page. Refer to the individual CRM integration articles for details.
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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