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CRM setup issues

Learn how to troubleshoot errors when pushing to CRM relating to CRM setup

Prerequisites

Before initiating the integration, ensure the following:
  • You are on a Teams or Teams Pro plan with Firmable. 
  • You have the Admin or Integration role permission on Firmable and an Admin role equivalent in your CRM.
  • You have connected your CRM with Firmable. See our set up guides for more information.

We hope this article has helped you troubleshoot CRM setup issues. If you have any other questions, don't hesitate to contact us at support@firmable.com.