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Solution home How to guide OneCloud SMP

How to setup CRM Connect integration Print

Modified on: Mon, 8 Jul, 2024 at 9:28 AM



1. Go to https://smp.setera.com with your organization admin user

2. Open Add-Ons -> CRM Connect -> Enable

3. Select application that you want to connect from the menu, and click next

4. Fill in the necessary information* and save


*Check the application installation instructions and what information is required for each system here


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