Integrations

Salesforce

• Supported Salesforce Reports
• Salesforce Trailhead Tutorials
• Create a Salesforce Report for Orum
• Create a KPI Salesforce Report
• Create a Call Task Salesforce Report
• Automating Salesforce Lead Status
• See all 8 articles

Outreach

• Data Access and Permission Levels
• Managing Sequences: Archiving and Unarchiving
• Creating a One-Off Call Task

Salesloft

• Data Access and Permission Levels
• Require Sentiments (Salesloft Specific)
• Salesloft Knowledge Resource
• Create A One-Off Task
• Archive and Unarchive Cadences
• Customizing Display Fields

HubSpot

• Configure Orum Settings for HubSpot
• HubSpot Permission Sets
• Create a HubSpot List for Orum
• HubSpot Academy Tutorials
• Uninstall from HubSpot

Google

• Google Doc Access

Gong

• Getting Started with Gong

Multiple Integrations

• Request access for multiple integrations
• Add a new integration
• Switch integrations
• Unified Account Confirmation