Skip to main content
CRM Integrations Overview
Team Success avatar
Written by Team Success
Updated over a week ago

Transcript
​
0:01

One of the most powerful tools in Linq for teams is a CRM integration. You can select create new at the top to see that we have three standard in-house integrations that we offer.

0:10

Hubspot, Salesforce, and Microsoft Dynamics. With just a few clicks of a button, you can connect your Linq organization to the organizational account of your CRM.

0:19

Now you do need to be an admin in both link and the CRM to build this bridge. But once the bridge is built, you can then ship through basic contact information.

0:26

First name, last name, phone, and email. We also offer integrations with hundreds of other CRM. To build a bridge to one of those, it does take the assistance of team success, so you will need to reach out to us so we can help you build that bridge.

0:39

We can also add additional customization to the three-in-house integrations, but that does require the assistance of team success as well.

0:46

Once the bridge is built, you can select the bridge under here and then give access to individual teams to that bridge.

0:53

Once the team has access, any member on that team can then use that bridge to send a contact from link into that CRM.

1:00

To learn more about how to send contacts through manually, check out the contacts tab. To learn more about setting up automations, so those contacts are automatically sent through your CRM.

1:08

Check out the workflow tab.

Did this answer your question?