How do I integrate BŪP with my CRM and other tools?

Martika Jones

October 06, 2024 04:10 Updated

Walkthrough:

In the Integrations tab, you can connect BŪP to your Hubspot, Salesforce, Zoho, or other CRM systems.
For each CRM, click “Configure” and follow the instructions to link your accounts.
You can also connect scheduling tools like Google Calendar or Zoom by clicking the respective integration boxes.

Additional Tips:

Set up your integrations early to automate lead syncing and follow-up tasks, so no opportunity is missed.
If you use Zapier, you can create custom workflows by adding your Zapier Webhook Link.