Integration with your current CRM
  • 07 Sep 2020
  • 1 Minute To Read
  • Print
  • Share
  • Dark
    Light

Integration with your current CRM

  • Print
  • Share
  • Dark
    Light

You can integrate your organization's CRM with Revv so that your accounts, opportunities, and other data can be integrated into your Revv account.

Revv supports seamless integration with all major CRMs so that your company's Accounts, Opportunities, and other data can be integrated into your Revv company account. Bi-directional sync with the CRM maintains data integrity.
To integrate Revv with your CRM, perform the following steps:

  1. Go to Settings > Integration.
  2. Select your CRM, then click on it.
  3. On the CRM Integration Settings page, enter details (Instance URL, Redirect URL, Client ID, and Client Secret).
  4. Click Authenticate.

1569330260840-1569330260840.jpeg

Was This Article Helpful?