How do I determine if I’ve integrated my CRM system for the Conversion solution?
In order to integrate Conversion with your CRM, one will need to complete the oAuth step in the Demandbase platform.
- Navigate to the Setup page: Home > Setup > Salesforce Integration
- If the connection is successful, a green checkmark will appear next to "Sales Integration". If the integration is not complete, the checkbox will be grayed out.
Note: We currently only integrate with Salesforce.com.