Video guide: How to connect your CRM and push records from Firmable
A walkthrough of connecting your CRM, setting sync rules, pushing records and tracking pushes in the Download Centre
This video walks through connecting your CRM to Firmable and pushing your first records, in 5 minutes. Watch it before your first push, or come back to it when you need to check what happened to one.
What the video covers
- Connecting your CRM to Firmable
- Setting your sync rules, which control what Firmable writes to your CRM fields
- Pushing records from Firmable to your CRM
- Using the Download Centre to track your push history
- Understanding a push summary (how many records were pushed and how many credits were used)
- Reading the error messages shown when a push fails