Connect your CRM
Published
crm
connect
oauth
api key
transcripts field
connection test
Connect
- Choose your CRM from the list and select Connect.
- For most CRMs, sign in and approve access. For API key CRMs, enter the key from your CRM account.
- Match your CRM fields.
The transcripts field
We create one custom field in your CRM to store conversation transcripts. Choose which object to add it to, such as Contact, then give it a label (for example, "Conversations") and a field name (for example, "si_conversations").
Connection test
We then check that:
- your CRM is connected
- authentication is verified
- your field structure has been imported
- field mapping is complete.
Already connected?
If your CRM is connected one way, delivering enquiries only, you can upgrade to two-way sync so Herbot can update your leads automatically.