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...