Adding a Security Key to your CRM Settings

If your CRM uses security keys, for example Salesforce, follow these steps to add the key to your CRM Connection settings:

1. Navigate to > Settings.
2. Select CRM Settings from the left-hand sidebar.
3. Choose Add a new CRM integration if required. Select the CRM from the drop-down list to start setting up the integration.
4. Or, if the integration is already in the list, click Edit Settings next to its entry.
5. In CRM Connection Settings, add the security key or token provided by your CRM into the Security Key field. Each CRM works differently. Refer to the implementation guide for your specific CRM for more directions on how to add CRM-specific security keys.
6. Click Save and Test CRM Connection to verify the information entered. You will see a message confirming whether the connection was successful or not.