| summary | Sales CRM is all about Automation and Integrations If you aren't automating Sales CRM, you aren't doing it right! Make sure to check out our Youtube videos to quickly gets started Check our Youtube Everything you need to know about Integrations Integrating is the best way to capture data from outside tools into Sales CRM and to export data to your other tools. The links below include the terminology, setup, and some use case examples. Integration Setup Setup Jira Service Management (JSM) Integration JSM Dashboard: Visualize your data Dashboard Google Suite: Connect Gmail, Google Calendar, Google Contact, Google Drive Google Slack Integration Slack Hubspot Integration Hubspot Mailchimp Integration Mailchimp Zapier Integration Zapier API API Mailchimp Integration Mailchimp Everything you need to know about Automation Automation Setup and the general use cases are on another page (to keep things nice and tidy)! You can navigate to the Automation Documentation Page via the button Below Automation Documentation What are we planning on Adding?Find out what we're up to via our Roadmap Roadmap |
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