Setting Up Integrations

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.

Open

Click the blue plus sign to add additional integrations

Open

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