Finding the integration setup page

There are two ways you can access your integrations setup page:

1. Go to the integrations page by clicking ‘Settings’ in the navigation, and then ‘Integrations from the dropdown. On the integrations page, click ‘Set-up’ on the CRM you have connected to.

1. When sending items to your CRM objects, you can also access the setup page by clicking ‘Edit this form’ in the bottom right hand corner.

Customising your integration

Once you’ve accessed the integration set up page, you can select which fields you’d like to be available when pushing notices to your CRM, as well as decide which fields you want to be required.

1. To add fields, select add field and select from the dropdown of fields currently available in your CRM.