Where to start
Settings → Integrations and insights → CRM connection
For panel settings, sign in to the intended workspace with a role that has access to that section. Available tools depend on your plan and configured services.
Step 1
Review the supported connection fields and enter your CRM endpoint and required authentication details.
Step 2
Map supported identifiers carefully so contacts are matched to the correct customer record.
Step 3
Save and test with a sample contact before using the connection for your customer records.
Check the result
The supported CRM lookup or connection is available using your saved configuration.
If something does not work
Check the selected workspace and inbox, your access role and the save confirmation. Reload the page to confirm the saved state. If the issue continues, contact support with the page name and error text.
Contact support