To connect your CRM to Productive, and benefit from screen pop information and auto call logging, simply follow the steps below.

STEP #1

Go to your settings page by clicking the GEAR icon in the top right corner of the App.

STEP #2

Scroll down to "Applications" and click CONNECT on the CRM you want to connect.

STEP #3

Enter your login credentials for that CRM account, and press "LOG IN".

STEP #4

Click "ALLOW" to allow Productive to have access to the basic information of your contacts. This information is used to show you incoming call details such as notes and caller identification. It also authorizes Productive to log notes and tasks to your CRM.

And that's it! Your application should now read "CONNECTED".

To learn about CRM logging settings, click here.

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