Click on your initials in the top right corner of your Symbo account and select "My Settings". In the settings menu on the left, select "CRM" under "Connections".
Select your CRM from the provider dropdown. In the given example, HubSpot is selected, but the process is the same for other CRMs as well.
After selecting your CRM, click the "Connect" button. You will then be routed to your CRM's OAuth page. If you have multiple instances of your CRM for development purposes, make sure you select the proper instance. On the permissions page, ensure that everything is checked and grant access to Symbo.
Once you have granted access, you will be redirected back to Symbo. On the CRM page you'll now see two toggles — changes to them save automatically:
Auto Sync to CRM: We recommend keeping this enabled. It automatically syncs any edits or updates made to a prospect or record in Symbo to your CRM, and creates a new record in your CRM when you add a new prospect in Symbo.
Sync outside emails to Symbo: We also recommend keeping this enabled. It logs all outbound and inbound communication between you and your prospects to your CRM.
Org admins can control how CRM fields map to Symbo fields under "Org Settings" → "Integrations" → "CRM mappings". If you're on HubSpot, see Map HubSpot Properties to Symbo Fields for a walkthrough. If you need a hand with custom mappings, reach out to [email protected] and we'll help you set them up.
Congratulations! You have successfully connected your CRM to Symbo. Need help? Reach out to us at [email protected] or start a chat with us from the help widget in Symbo.
