Video guide: How to set up a 2-way sync CRM agent (HubSpot & Salesforce only)
A walkthrough of creating a CRM agent that syncs records between your CRM and Firmable
This video shows how to set up a two-way CRM agent in Firmable, in 5 minutes. Watch it before you create your first agent, or come back to it to check your settings.
What the video covers
- Creating a CRM agent from CRM agents in the top menu
- Choosing how the agent runs: Manual or Scheduled (weekly or monthly)
- How credits work.
- Running the first sync.
- Excluding your CRM records from future searches to find net new business.