Use this to have appointments come in from your CRM and outcomes and tasks go back to it, without anyone typing them twice.
- In the sidebar under Connect, open Connect, then find CRM.
- Under Connector, pick your CRM from the list. The status shows Connected, Needs keys or Error.
- Waiting to sync shows how many items are queued to go to the CRM, and how many failed.
- If your CRM sends appointments to TrueSit itself, give it the Inbound webhook address and the Org id shown here.
- Choose Create a secret for that webhook. The secret is shown once: choose Copy and paste it into your CRM.
- To change the secret later, choose Replace the secret. The old one stops working.
Which CRMs are listed depends on your plan and on what has been set up for your company.
If it does not work
- Your CRM is not in the list: ask us through Help. You can still bring appointments in with Import appointments.
- Needs keys: the connection is not finished yet. Ask us through Help.
- Tasks show Sync failed: check the error under CRM, then fix it in the CRM or replace the secret.
Still stuck? Open Help and choose Talk to a person.