Connect your CRM with FunnelFox with only three steps:
- Go to your Account Dashboard
- Press the link icon within the CRM block
- Chose the CRM you want to keep automatically updated
Use the following step-by-step instructions to speed through the setup process. You can log in first to follow the steps alongside reading this guide.
1) Go to your Account Dashboard
First, go to your homepage (Account Dashboard). This page should appear automatically when signing into your account. If you’re already in your account, press the connection icon in the sidebar.
Before connecting anything, your account will look like this:
2) Press the link icon within the CRM block
3) Choose a CRM for your automatic updates
Follow the on-screen instructions to enable FunnelFox. It will ask you to do the following:
First: Select your company’s CRM account
Second: Authorize FunnelFox to automatically update your CRM data
Congratulations, the CRM setup process is complete! 🥳
Did the setup work?
You can confirm the connection is complete by checking your Account Dashboard. The CRM block should now show a green symbol like the picture below.
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