How can I integrate my CRM data with other systems?
Integrating CRM data with other systems can streamline your processes. What systems are you looking to integrate?
I want to connect it with our email marketing platform and our accounting software.
You can use APIs to connect your CRM with those platforms. Have you checked if your CRM supports API integrations?
Yes, it does. What steps should I follow to set it up?
First, you'll need to gather API keys from both platforms. Then, follow the documentation for each to establish the connection.
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