Now that you’ve been introduced to your Sync portal, it’s time to take the first step in setting up your integration by installing your Connectors. Connectors must be installed for each End System you’re integrating and authenticated with appropriate administrative credentials for that particular System. An example of this installation process can be seen in the Connectors Overview Video.
The process for installing all Connectors begins with navigating to the Connectors page in your Sync account and selecting your End System from the “Install a new connector” menu. The process beyond that point varies by Connector as outlined in each article in each Connector Article
Connector Articles
- AutoTask
- Connectwise
- Force.com
- HubSpot
- InfusionSoft
- MailChimp
- Marketo
- MS Dynamics (v9 Cloud) (v8 Cloud) (v8 On-Premise)
- NetSuite
- Pardot (Technical overview)
- Pipedrive
- Salesforce.com (Technical overview)
- Sugar CRM
- Vtiger
- Zoho V2 REST
To view the next article in the Sync Set Up Guide, click here: Step 2.2 Submitting Gating Options Request
Comments
0 comments
Article is closed for comments.