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How do I connect my CRM?
Short answer
This guide explains how to connect your CRM to Constellia to synchronize data in real time and benefit from personalized recommendations.
How to connect your CRM
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Important: connecting at least one CRM is required for the Constellia application to work. This integration synchronizes data in real time with your CRM and provides personalized recommendations tailored to your customers and opportunities.
- Go to the "Integrations" menu from the Constellia admin portal.
- Find your CRM in the list of available integrations and click "Configure".
- In the settings, click "Connect" and follow the connection flow specific to your CRM.
- Confirm the connection and wait for the initial synchronization.
- After connecting, check that all fields are configured correctly. See the following article if needed:
Troubleshooting
- If the connection fails, check your credentials and access permissions in your CRM.
- If the issue persists, contact Constellia support for help.
Additional information
- To connect multiple CRMs, see the guide: Can I connect multiple CRMs?
- To help configure your CRM fields, see the guide: How do I configure my CRM?
Frequently asked questions
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