1. Navigate to "Setup" > "Essential tasks" > "Synchronize your data with a CRM"
2. Follow the links below for your CRM to find detailed steps on how to connect to each CRM:
What info will sync over?
Pull client names, physical address, email address and date of birth
If you use CRM calendar, we will also pull event date/times automatically
Integration with CRM is necessary for task/workflow creation as well as automatically syncing notes from Pulse360.