Add a CRM Account in ContactNow

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To add a CRM account hover over the Configuration icon in the Navigation bar, click CRM accounts and click Add CRM. Learn more from the steps listed here.

The CRM Accounts section allows you to integrate your existing customer relationship management systems with ContactNow. With this, you will be able to manipulate, download, and feed data through to ContactNow automatically, allowing a unified solution easier to manage on a day to day basis, ensuring data can be kept in sync and updated in real time.

To add a CRM account hover over the Configuration icon in the Navigation bar and click CRM accounts, then click Add CRM. This will display the screen shown below.

Enter your CRM credentials here and select Save CRM. The new account will be displayed.

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Your CRM credentials will be issued by the respective CRM you are using. Currently ContactNow supports Salesforce and Zendesk. Other CRMs will be added to the list as they become available.

See Add Salesforce CRM Account and Add Zendesk CRM Account to see the credentials you need to integrate your CRM with ContactNow.