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Set Up Your Integration

How to set up your CRM integration on the web.

Brandon Lett avatar
Written by Brandon Lett
Updated over a month ago

With Linq One, you can start integrating your favorite CRM. We have many direct integration options, but also provide a Zapier API key to connect with many others.

Steps to Set Up your integration on the web:

  1. Sign into your Linq account on linqapp.com/welcome.

  2. Navigate to the Organization View by clicking the right hand drop down menu, and selecting Organization Admin.

  3. You are now on the Dashboard where you select Integrations in the left Navigation Bar.

  4. Here you will choose the CRM tab, and click Create New.

  5. Choose your CRM and sign into your account.

  6. It will have you accept different permissions during this authorization flow.

  7. Once authorized, you will be taken to this Integration's settings.

  8. Within here, make sure it is enabled, and saved.

  9. Next, click the Teams tab and select the team using this integration.

  10. Click the Contact Mapping tab to ensure all the fields are mapped properly.

  11. Make sure each step is Saved.

  12. Once everything is checked, and it is enabled, it is now on and will send any new contacts you make in Linq to your integration.

Note: Currently, this is not a retroactive sync. If you already have contacts in Linq before enabling this integration, it will not retroactively send these contacts.

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