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How to integrate Salesforce with Salesgear?
How to integrate Salesforce with Salesgear?
Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated over 2 years ago

Intent of the article:

This article illustrates how to integrate Salesgear and Salesforce.

  1. In Salesgear, navigate to settings.

  2. Click on ‘integration’. You will find Salesforce CRM here.

  3. Click on ‘configure’.

  4. Click ‘connect’ in the top corner.

  5. Now, you’ll be prompted to enter your Salesforce CRM credentials to integrate it with Salesgear.

  6. Provide the same and you’ll be connected successfully.

Note: CRM integrations are available only in the pro plan.

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