Integrations

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

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

Update Retrieved Information

Update contact details in Exceed according to changes in your CRM

Written by Hadas Rahamim
Updated over a week ago

Exceed.ai - Slack Integration

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

Written by Hadas Rahamim
Updated over a week ago

Stop Engagement Criteria

Written by Hadas Rahamim
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

Syncing Opt-out & Bounce contacts to CRM

Written by Hadas Rahamim
Updated over a week ago

Map Lead Source to CRM

Written by Yaron Ismah-Moshe
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

Salesforce

Exceed.ai - 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

Adding a Company Name Field on Salesforce

Written by Hadas Rahamim
Updated over a week ago

Converting leads to contacts upon being qualified

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

Hubspot

Exceed - Hubspot Integration Guide

Written by Hadas Rahamim
Updated over a week ago

Pardot

Exceed - Pardot Integration Guide

Written by Hadas Rahamim
Updated over a week ago

Adding a Company Name Field on Pardot

Written by Hadas Rahamim
Updated over a week ago

Marketo

Exceed - Marketo Integration Guide

Written by Hadas Rahamim
Updated over a week ago

SugarCRM

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

Zoho

Exceed - Zoho Integration Guide

Written by Hadas Rahamim
Updated over a week ago

Pipedrive

Exceed - Pipedrive Integration Guide

Written by Hadas Rahamim
Updated over a week ago

Active Campaign

Exceed - Active Campaign Integration Guide

Written by Hadas Rahamim
Updated over a week ago

Other Integrations

Assign Contacts to their CRM Owner

Written by Yaron Ismah-Moshe
Updated over a week ago

Login using Azure SAML SSO

Written by Yaron Ismah-Moshe
Updated over a week ago

Integrate Zapier with Your Exceed.ai Account

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

Written by Yaron Ismah-Moshe
Updated over a week ago

Integration with Microsoft Teams

Written by Yaron Ismah-Moshe
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

Exceed - GA (Google Analytics) Integration

Written by Hadas Rahamim
Updated over a week ago