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Get help on how to connect your CRM or selected marketing tools with Exceed
15 articles in this collection
Written by
Yaron Ismah-Moshe
and
Hadas Rahamim
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 - 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
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