Add a new integration

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

  • A small window will pop up allowing you to choose which integration to set up.

  • 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...

 

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