Exceed.ai

Sync your Zoom account with Exceed, so Exceed can create Zoom meetings for you

Zoom Integration

Stop Engagement Criteria

Common reasons for not pulling in contacts from your CRM

Syncing Opt-out & Bounce contacts to CRM

Map Lead Source to CRM

Documenting conversations in the CRM

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

Update contact details in Exceed according to changes in your CRM

Update Retrieved Information

Learn how to leverage Exceed.ai & Slack integration and get live notifications for your business

Exceed.ai - Slack Integration

Hadas Rahamim

Yaron Ismah-Moshe

Adi Goodman

Integrations

Exceed.ai - Salesforce Integration Guide

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

Using Reports with Salesforce

Adding a Company Name Field on Salesforce

Converting leads to contacts upon being qualified

How do I enable API access in Salesforce?

Salesforce

Exceed - Hubspot Integration Guide

Hubspot

Exceed - Pardot Integration Guide

Adding a Company Name Field on Pardot

Pardot

Exceed - Marketo Integration Guide

Marketo

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

Exceed - Sugar CRM (Sugar Sell) Integration

SugarCRM

Exceed - Zoho Integration Guide

Zoho

Exceed - Pipedrive Integration Guide

Pipedrive

Exceed - Active Campaign Integration Guide

Active Campaign

Exceed – Dynamics365 Integration Guide

Assign Contacts to their CRM Owner

Login using Azure SAML SSO

This article will guide you how to use Exceed.ai's Zap to add contacts into your Exceed.ai account, pull their details etc.

Integrate Zapier with Your Exceed.ai Account

Integration with Microsoft Teams

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

Leveraging Zapier for Exceed.ai Notifications on Slack

Exceed - GA4 (Google Analytics) Integration

Syncing the Exceed Status with Your CRM

Other Integrations

Find answers and get help from Intercom Support and Community Experts

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