PlaybooksSystemUser Guide

Connect to Your CRM

By September 4, 2020January 15th, 2021No Comments

Connect to Your CRM

How to Connect Playbooks to Your 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.
  6. Click Allow.

Sometimes, Salesforce will become disconnected from Playbooks. Playbooks will alert you that it has disconnected from your CRM with a banner. You can reconnect to your CRM directly from this banner. You may need to reload your Playbooks window to see the CRM reconnect banner.

To Reconnect to Salesforce from the Banner

  1. Open Playbooks
  2. Review banner.
  3. Click Connect.
  4. Click Allow.
Related Article: Adding People to Playbooks 
Click this message to learn how to add records from your CRM to Playbooks.

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