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.
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.