Salesgear

This article walks you through connecting your Salesforce account to Salesgear.

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1. Go to Settings → Integrations
2. Find Salesforce
3. Click Configure
4. Click Connect
5. Log in using your Salesforce credentials
6. Grant permissions to complete the setup

Once connected, Salesforce-specific configuration tabs will appear in Salesgear.

Connect Salesgear with Salesforce CRM

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Connect Salesgear with Salesforce CRM

Step-by-step setup