CRM Settings

Connect your CRM or applications by logging into them via settings.

Joseph avatar
Written by Joseph
Updated over a week ago

You can log and sync your CRM data to Productive (Even if you don't have their app on your phone). You can now access your CRM all in a single pane of glass via Productive.

STEP 1: Click "CONNECT" beside the application you wish to connect.

STEP 2: Enter your login credentials for that application.

STEP 3: For most CRM's, you will have the option to log your calls automatically, attached with information you'd like to include, such as:

  • TIME AND DURATION (Featuring: Call Event Details)

  • TRANSCRIPTIONS (Featuring: Time, Duration, and Transcription of the conversation)

  • COMPLETE CALL (Featuring: Time, Duration, Transcription, and audio file of the conversation)

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