How to connect your CRM to Rippletide
Connecting your CRM with Rippletide is a straightforward process. Just follow these steps:
Access settings: Click on your email address located in the top right corner of the screen. From the dropdown menu, select Settings.
Navigate to the CRM settings: In the Settings menu, find and click on the CRM settings on the left-hand side.
Choose your CRM provider: Currently you can choose between Salesforce or HubSpot, with Pipedrive coming soon.
For Hubspot
Go to Hubspot, create a new application
Select all the scopes for CRM. It's a bit long but ensure we have all access when we update the integration.
Then click on "Create application" the top right corner
Go to the authentication tab, copy paste the Access Token to the field in Rippletide (CRM > Hubspot).
(You don't need to care about the webhook)
For Salesforce
Copy your workspace url
Choose your connection method "password" or "OAuth
Fill in the required fields: Complete the necessary fields as instructed. Make sure to provide accurate and complete information to ensure a successful connection.
Test and save: Once all fields are filled, click on the "Test and save my CRM integration" button to test the connection. This step verifies that the integration is set up correctly.
If you need another CRM integration or you encounter any issues or difficulties during this process, don't hesitate to contact our support team. You can reach us via the chat bubble located in the bottom right corner of the screen.
Access settings: Click on your email address located in the top right corner of the screen. From the dropdown menu, select Settings.
Navigate to the CRM settings: In the Settings menu, find and click on the CRM settings on the left-hand side.
Choose your CRM provider: Currently you can choose between Salesforce or HubSpot, with Pipedrive coming soon.
For Hubspot
Go to Hubspot, create a new application
Select all the scopes for CRM. It's a bit long but ensure we have all access when we update the integration.
Then click on "Create application" the top right corner
Go to the authentication tab, copy paste the Access Token to the field in Rippletide (CRM > Hubspot).
(You don't need to care about the webhook)
For Salesforce
Copy your workspace url
Choose your connection method "password" or "OAuth
Fill in the required fields: Complete the necessary fields as instructed. Make sure to provide accurate and complete information to ensure a successful connection.
Test and save: Once all fields are filled, click on the "Test and save my CRM integration" button to test the connection. This step verifies that the integration is set up correctly.
Need help or a new CRM integration?
If you need another CRM integration or you encounter any issues or difficulties during this process, don't hesitate to contact our support team. You can reach us via the chat bubble located in the bottom right corner of the screen.
Updated on: 11/12/2024
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