We offer two types of CRM integrations:
- If you utilize Salesforce Enterprise, Salesforce Unlimited or Salesforce Professional with API add-on, we offer a 2-way sync app that allows you to sync email communications and create exclusion lists. Click here for further instructions on how to sync your RollWorks account to Salesforce.
- If you utilize Salesforce Professional (with no API add-on) or any other CRM (HubSpot, Base, Insightly, ZohoCRM, FreshSales, Pipedrive, etc.), go here for further instructions to sync your CRM by using your CRM BCC address.