> ## Documentation Index
> Fetch the complete documentation index at: https://docs.metal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM integration

> Connect Metal to your CRM to keep deals and companies in sync.

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

## Enable a CRM (admin)

<Steps>
  <Step title="Open Integrations">
    Go to **Settings → Integrations** and find your CRM.
  </Step>

  <Step title="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**.
  </Step>
</Steps>

## Connect your account (user)

Where a CRM supports per-user sign-in, connect your account at **Settings → Connections** once an admin has enabled it.

<Note>
  Setting up a CRM is part of onboarding — the **Setup** checklist includes an **Integrate CRM** step. See [Onboarding your workspace](/help/admin/onboarding).
</Note>