Overview of all CRM integrations

TABLE OF CONTENTS

• 1. Prerequisites
• 2. Overview of the integrations
  • a) Salesforce Integration
  • b) Microsoft Dynamics Integration
  • c) Hubspot Integration
  • d) Pipedrive Integration

1. Prerequisites

Note: You must have administrator rights to set up the link.

2. Overview of the integrations

Our CRM integrations allow you to seamlessly import captured contacts into your favorite CRM systems. Both administrators and end users can synchronize these contacts either automatically or manually. The integrations are available for mobile and desktop versions of Lemontaps. Detailed instructions can be found in the linked help articles.

a) Salesforce Integration

You can access the help article for the Salesforce integration here.

b) Microsoft Dynamics Integration

You can access the help article for the Microsoft Dynamics integration here.

c) Hubspot Integration

You can access the help article for the Hubspot integration here.

d) Pipedrive Integration

You can access the help article for the Pipedrive integration here.