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      How to connect your CRM to Aptivio (Hubspot, Dynamics, SalesForce..) ?

      This article shows you how to connect your CRM to Aptivio.

      STEP 1. 

      Connect to aptivio. 

      Go to https://www.aptiv.io/ and LOG IN. 

      STEP 2. 

      Navigate to SETTINGS

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      STEP 3. 

      Click on CRM integration

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      STEP 4. 

      Click on Connect to CRM and choose the CRM you are using. 

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      STEP 5. 

      Once the Sync Done - the Button will turn Green -> you can then activate the folllowing: 

      1. Pull Deals/Opps.
      2. Pull Existing Customers, Contacts and Companies.
      3. Pull Engagement Activities.
      4. Stage Mapping -> Here you will map your CRM deal Stages with the Engagement Stages available in aptivio. 
       

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      STEP 6. 

      Click then on Push Config. Here activate the following:

      1. Export Direct Opportunities as Lead/Contact

      2. Export Audiences as Lead/Contact

       

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      That's it! You are done! You can now push Opps and Contact to your CRM and Monitor your Deals with Aptivio's Revenue AI!