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Help Centre
Firmable Onboarding Self Serve Hub
Firmable Onboarding Self Serve Hub
Guides and videos to set up your Firmable account, CRM and AI tools yourself
Getting Started
How to navigate Firmable
Understanding filters
Admin
How to invite new users
Understanding Credits
How Firmable credits work
Connecting your CRM
Video guide: How to connect your CRM and push records from Firmable
How to connect HubSpot
How to connect Salesforce
Video guide: How to set up a 2-way sync CRM agent (HubSpot & Salesforce only)
How to connect Microsoft Dynamics 365 Sales
How to connect JobAdder
How to connect Pipedrive
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Connecting AI Tools
How to connect Firmable to Claude
How to connect Firmable to ChatGPT
How to connect Firmable to Microsoft Copilot
