Connect CRM

To connect your HubSpot CRM all you need to do is click the "Connect HubSpot" button. You will be redirected and need to follow the setup process within HubSpot. Once that's done, you will be redirected to Dealcode and the button should have changed to "Revoke access". Afterwards, you should be able to continue with the next step of the onboarding setup: CRM Mapping.

To connect your Pipedrive CRM all you need to do is click the "Connect Pipedrive" button. You will be redirected and need to follow the setup process within Pipedrive. Please follow the steps. Once that's done, you will be redirected to Dealcode and the button should have changed to "Revoke access". Afterwards, you should be able to continue with the next step of the onboarding setup: CRM Mapping.

To connect your Salesforce CRM, please click the "Connect Salesforce" button.

You will be redirected and need to follow the setup process within Salesforce. Once that's done, you will be redirected to Dealcode and the button should have changed to "Revoke access". Additional, necessary steps should get displayed in Dealcode beneath the button.

Those few more extra steps can only be done manually in Salesforce. Please click here to learn how to install Dealcode packages and whitelist the Dealcode domain within Salesforce.