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 section on the left-hand side.
Choose your CRM provider: Currently you can choose between Salesforce or HubSpot, with Pipedrive coming soon.
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 section on the left-hand side.
Choose your CRM provider: Currently you can choose between Salesforce or HubSpot, with Pipedrive coming soon.
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: 04/09/2024
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