Set up CRM Sync

Step 1: From the dashboard, click the “Integrations” tab in the main menu.

Step 2: Click on “CRM” from the integrations list

Step 3:  You can find Salesforce and SubcontractorHub as your CRM options

Step 4: Click “Connect” on the CRM of your choice

Step 5: Input your API URL and Authentication Key. Click “Verify and Connect” to sync your CRM 

Step 6:  After successfully integrating your CRM, in this case, SubcontractorHub, the integration card will look like this. The integration can be disconnected and reconnected from here with the corresponding buttons.