Setting Up Integrations

Owned by Carlos Lizaola (Unlicensed)
Last updated: Mar 02, 2023
2 min read

Setting Up Integrations

Purpose:

The purpose of this walkthrough is to help you set up integrations with your CRM, shipping processors.

 

Pre Requisites:

  • You should have a CRM to integrate with Webforce

  • Set up various integrations with ease. 

Setting Up Integrations Video

 

Click on Integrations on the left side menu. Here you can view all your current integrations.

Integration_1_.png

Click the blue plus sign to add additional integrations

Inetgration_2_.png

  1. As you can see there are many different types of integrations to add. If you are looking for something specific you can search by name or categories 

    • You can either create a new account from here or configure it if you already have the information. 

    • Every integration will require a key 

    • Here is Click Bank as an example:

  • Make sure to hit save after each integration. 

Checklist:

  • A CRM

  • shipping processor