1. Connect your CRM
Go to Settings β Integrations and connect your account: You will then be prompted to choose how your contact and company fields should map. We apply sensible defaults automatically:2. Create or link contacts in your CRM
TalkToHumans might contain thousands of contacts, including personal and professional connections. That does not mean all of them belong in your CRM, so hereβs how it works:- Existing contacts that match your CRM contacts are automatically linked
- Contacts that arenβt yet in your CRM are not created automatically. Instead, you can push specific contacts from the sidebar:
Creating a contact also creates their primary company in your CRM