The CRM Tab

Article Overview The following article describes an overview of our native CRM integrations. Overview (See Figure 1 ) Our platform offers native integration with two CRMs, Salesforce and Monday, directly from the Webflow screen. You will connec...

Article Overview The following article describes how to connect your Salesforce environment to a process. Connecting Your Environment  (See Figure 1 to Figure 5 ) To connect your Salesforce environment, perform the following steps: ...