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Connect your CRM so companies and deals stay in sync between systems. Metal supports DealCloud, Salesforce, Affinity, Dynamo, and BPOne.

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Enable a CRM (admin)

1

Open Integrations

Go to Settings → Integrations and find your CRM.
2

Enable and authorize

Click into the CRM and follow its setup. Some CRMs need credentials — for example, DealCloud asks for a Client ID, API Key, and Base Url before you click Connect.

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Connect your account (user)

Where a CRM supports per-user sign-in, connect your account at Settings → Connections once an admin has enabled it.
Setting up a CRM is part of onboarding — the Setup checklist includes an Integrate CRM step. See Onboarding your workspace.