CRM Connection FAQs
13 articles
- Connect HubSpot to Relevize (Beta)
- How to edit the "created from" source in Hubspot
- How to Setup Zapier Webhook
- Salesforce Connector Troubleshooting
- Connect Salesforce to Relevize
- Set up Salesforce Opportunity fields for Relevize Deal RegistrationAdd three custom Opportunity fields so your team can send deals to partners from Salesforce. Relevize writes the deal ID and stage back. OAuth connection is a separate step.
- Set up granular Salesforce permissions for RelevizeOptional. Create a dedicated Salesforce user and permission set so Relevize can only read and update the objects and fields you allow.
- Connectors Data: What does Relevize Access?
- How to map Relevize fields to CRM fields
- How to finda a Salesforce Lead by ID
- How to get Salesforce Campaign ID
- Hubspot Permissions Details
- How to add leads to a Hubspot List