CRM Connect Integration Help Guide
Introduction
Welcome to the CRM Connect Integration Help Guide. This article will walk you through the setup, usage, and troubleshooting of the CRM Connect service, designed to integrate your chosen CRM system with Gong.
Getting Started
1. Prerequisites:
- Access to your CRM system.
- Access to Gong with appropriate permissions.
- A valid subscription to the CRM Connect service.
2. Integration Steps:
- Contact RevOps Sherpas Support to initiate the integration process.
- Follow the setup instructions provided by the support team.
- Ensure that your Gong instance is configured to accept data from the integrated CRM.
Key Features
- Seamless integration between your CRM system and Gong.
- Automated data synchronization for improved call insights.
- Custom field mapping to align CRM data with Gong’s reporting needs.
Common Issues and Troubleshooting
- Check that your CRM credentials are up-to-date.
- Verify that your Gong instance has appropriate permissions.
Support
If you encounter any issues or have questions, contact our support team at support@revopsherpas.com.