CRM

Collections

• Hubspot

  Information about the Hubspot integration

Articles

• How to sync Salesforce Account Owners to Pylon
• How to authorize the Pylon app on Salesforce
• How to update Salesforce Account Mapping
• How does CRM attribute syncing work?
• Common Issues with CRM sync
• How do I setup Salesforce channel creation?
• How often do CRM attributes sync?
• My issues are not being synced to my CRM what might be going wrong?
• How does Salesforce default account matching work?