Introduction
This article covers the basics of getting started with your CRM to Flex integration. Be sure to check out CRM | Overview and Key Concepts for general information.
Connecting to Your CRM Account
To begin, you will need a CRM account. You can connect your existing CRM or sign-up within the connection process.
- In Flex, on the Main Menu, click Integrations.
- Click CRM.
- Navigate to the Connections tab, and click Connect on the CRM you want to connect to.
- In the same tab, you will be taken to the CRM's login/signup page. See below for specifics on individual connections.
HubSpot
- Once on HubSpot, you can choose to Create an account or Sign In.
- After selecting the account you'd like to connect, you will be asked to confirm you want to connect Flex to your HubSpot.
- Once you successfully click Connect App, you will be brought back to Flex on the same tab.
Salesforce
- Once on Salesforce, you can choose to Sign In or create an account by clicking the Try for Free button.
- After selecting the account you'd like to connect, you will be asked to confirm you want to connect Flex to your Salesforce.
- Once you successfully click Allow, you will be brought back to Flex on the same tab.
After your CRM has been connected, more tabs will populate, enabling syncing for Contacts and Companies and linking or creating elements from Deals.
Configuring the Basics
To determine who has access to review and make changes using your CRM data, add or remove Authorized Users and Authorized Groups via the Authorizations tab.
To configure default resource types for your Contact and Company imports, and the default element definition for importing Deals as Elements, check out Adjusting CRM Settings.
Next Steps
Once you're connected to your CRM, you can import information from your CRM into Flex. Check out How to Sync CRM Companies & Contacts into Flex or How to Link & Import Deals from CRM.