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Integrations
Hadas Rahamim avatarYaron Ismah-Moshe avatarAdi Goodman avatar
By Hadas and 2 others3 authors30 articles
Zoom Integration
Stop Engagement Criteria
Common reasons for not pulling in contacts from your CRM
How to sync the detailed status of a contact back to the 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 Retrieved Information
Exceed.ai - Slack Integration

Salesforce


Exceed.ai - Salesforce Integration Guide
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?

Hubspot


Exceed - Hubspot Integration Guide

Pardot


Exceed - Pardot Integration Guide
Adding a Company Name Field on Pardot

Marketo


Exceed - Marketo Integration Guide

SugarCRM


Exceed - Sugar CRM (Sugar Sell) Integration

Zoho


Exceed - Zoho Integration Guide

Pipedrive


Exceed - Pipedrive Integration Guide

Active Campaign


Exceed - Active Campaign Integration Guide

Other Integrations


Exceed – Dynamics365 Integration Guide
Assign Contacts to their CRM Owner
Login using Azure SAML SSO
Integrate Zapier with Your Exceed.ai Account
Integration with Microsoft Teams
Leveraging Zapier for Exceed.ai Notifications on Slack
Exceed - GA4 (Google Analytics) Integration
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