Integrations
Get help on how to connect your CRM or selected marketing tools with Exceed
10 articles in this collection
Written by Yaron Ismah-Moshe and Hadas Rahamim
Written by Yaron Ismah-Moshe and Hadas Rahamim
How to sync the detailed status of a contact back to the CRM?
Written by Hadas Rahamim
Updated this week
Updated this week
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
Updated over a week ago
Syncing Opt-out & Bounce contacts to CRM
Written by Hadas Rahamim
Updated over a week ago
Updated over a week ago
Exceed - Marketo Integration Guide
Written by Hadas Rahamim
Updated over a week ago
Updated over a week ago
Exceed - Hubspot Integration Guide
Written by Hadas Rahamim
Updated over a week ago
Updated over a week ago
SalesForce
Exceed - Salesforce Integration Guide
Written by Hadas Rahamim
Updated over a week ago
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
Updated over a week ago
How do I enable API access in Salesforce?
Written by Yaron Ismah-Moshe
Updated over a week ago
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
Updated over a week ago
Adding a Company Name Field on SalesForce
Written by Hadas Rahamim
Updated over a week ago
Updated over a week ago