How do I connect Ecquire to my CRM?


Add Salesforce

1. Open the Ecquire Settings Popover, by clicking our logo in the top-right of Google Chrome. Then click on “CRM Services”
2. A new screen will open where you can choose a CRM to connect to
3. Once you click on a CRM to add, another window will popup asking your permission to connect to that CRM4. Once you give permissions, Ecquire is connected!

Note, some Cloud Services (like Highrise) require an additional step. Just follow the instructions on screen.