Getting StartedPlaybooksSystemUser Guide

Connect to Your CRM

By January 23, 2019January 15th, 2021No Comments

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Connect to Your CRM

How do I connect to my CRM?

Connecting to Salesforce

The connection between your CRM and Playbooks allows you to primarily work directly from the Playbooks extension. To update information for all your prospects instantly, a link between Salesforce and Playbooks must be established. Only Salesforce requires this connection; other CRM’s should be connected automatically.

To Connect to Salesforce

  1. Open Playbooks.
  2. Click the menu button (XANT logo).
  3. Click Settings.
  4. Click CRM.
  5. Click Connect.
Related Article: Connect the Integration User to CRM

If you are experiencing issues connecting to Microsoft Dynamics, please talk to your manager or administrator. If you are a manager or administrator, click this message to learn more about your CRM connection.

Changing the CRM View

Enabling this setting allows Playbooks to automatically load the relevant CRM page behind as you navigate through the Playbooks extension.

To Change the CRM View

  1. Open Playbooks.
  2. Click the menu button (XANT logo).
  3. Click Settings.
  4. Click CRM.
  5. Click the Change CRM View to switch.
  6. Select your preferred CRM record type from the dropdown.

Available CRM Record Types

Depending on your CRM, you will be able to select one of three CRM record types for step 6 of To Change the CRM View above.

  • People – Lead or Contact record for selected prospect
  • Opportunity – Related Opportunity record for selected prospect
  • Account – Related Account record for selected prospect

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