This guide explains how to add a new CRM/SEP integration to an existing Orum account.
Please note that only Admins can add additional integrations!
Important Note: Users will not be able to log in using the new integration until they complete the log-in process from within Orum using their existing log-in credentials.
How to Add a New Integration in Orum
Step 1: Access Integration Settings
- From the settings page, ensure that the "Integration Settings" tab in the top left is selected.
- Find the "+ADD A NEW INTEGRATION" option.
Step 2: Select the Desired Integration
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A small window will pop up allowing you to choose which integration to set up.
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Select "LOG IN WITH [choose desired integration]".
Note: Whichever login the admin uses to create the new integration will be associated with their currently logged-in user. Be sure to log in as yourself, not as a user you are trying to help!
Step 3: Log In to the CRM
- You will be redirected to the chosen CRM's website.
- Log in using the appropriate credentials.
Step 4: Confirmation of Integration
- Once you are successfully logged in to the chosen CRM, Orum will display a confirmation message indicating that the new integration has been successfully created.
Step 5: User Notification
- Users in your Org will be notified upon logging in to Orum that a new integration is available and can be selected if needed...