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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
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
Documenting conversations in the CRM
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
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
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
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 - GA4 (Google Analytics) Integration
Written by
Hadas Rahamim
Updated over a week ago