How do I connect/integrate my CRM with SalesHandy account?
With Saleshandy you can connect to any CRM for managing your customer records in a more appropriate manner. Just follow the steps given below to connect your CRM with SalesHandy.
- Login to the SalesHandy web-app and click on My Profile.
- In the General preferences section, add your CRM ID in the BCC section as shown in the image below.
- On adding the CRM ID, it gets auto-saved in your SalesHandy account.
Voila! Now your CRM is connected to your SalesHandy web-app.
- You can get your CRM ID in the Account Settings of your CRM.
- Although direct integration with any particular CRM is in our developer's pipeline, still you can connect any CRM with SalesHandy by adding your CRM ID in the BCC section.