Integrations

Get help on how to connect your CRM or selected marketing tools with Exceed

17 articles in this collection
Written by Yaron Ismah-Moshe and Hadas Rahamim

Integration with Microsoft Teams

Written by Yaron Ismah-Moshe
Updated over a week ago

Adding a Company Name Field on Pardot

Written by Hadas Rahamim
Updated over a week ago

How to sync information collected on chat back to the CRM?

Written by Hadas Rahamim
Updated over a week ago

Exceed - GA (Google Analytics) Integration

Written by Hadas Rahamim
Updated over a week ago

Exceed - Sugar CRM (Sugar Sell) Integration

This article explains what is needed and how to integrate your SugarSell instance to your Exceed.ai account

Written by Yaron Ismah-Moshe
Updated over a week ago

Common reasons for not pulling in contacts from your CRM

Written by Hadas Rahamim
Updated over a week ago

How to sync the detailed status of a contact back to the CRM?

Written by Hadas Rahamim
Updated over a week ago

Leveraging Zapier for Exceed.ai Notifications on Slack

Want to receive a slack every time you receive a task? Learn how!

Written by Hadas Rahamim
Updated over a week ago

Syncing Opt-out & Bounce contacts to CRM

Written by Hadas Rahamim
Updated over a week ago

Exceed - Marketo Integration Guide

Written by Hadas Rahamim
Updated over a week ago

Exceed - Hubspot Integration Guide

Written by Hadas Rahamim
Updated over a week ago

Salesforce

Converting leads to contacts upon being qualified

Written by Hadas Rahamim
Updated over a week ago

Exceed - Salesforce Integration Guide

Written by Hadas Rahamim
Updated over a week ago

Using Reports with Salesforce

The best way to pull in leads or contacts is via Reports. Let's learn how!!

Written by Hadas Rahamim
Updated over a week ago

How do I enable API access in Salesforce?

Written by Yaron Ismah-Moshe
Updated over a week ago

'Send to Exceed' Button from Salesforce

Exceed allows you to send leads directly from Salesforce into a desired sequences in Exceed

Written by Yaron Ismah-Moshe
Updated over a week ago

Adding a Company Name Field on Salesforce

Written by Hadas Rahamim
Updated over a week ago