How do I set up an integration?
An example of an AI chatbot conversation about setting up an integration.
How do I set up an integration between my CRM and email marketing tool?
To set up an integration, first check if both tools support API connections. Do you have access to their API documentation?
Yes, I have the documentation. What should I do next?
Great! Next, you'll need to create an API key in your CRM and configure the settings in your email marketing tool to connect them.
What if I encounter errors during the integration process?
If you encounter errors, check the error messages for clues. Common issues include incorrect API keys or permissions.
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