Go to Exceed.ai
All Collections
Integrations

Integrations

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

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

Stop Engagement Criteria

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

Common reasons for not pulling in contacts from your CRM

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

How to sync the detailed status of a contact back to the CRM?

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

Syncing Opt-out & Bounce contacts to CRM

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

Map Lead Source to CRM

Yaron Ismah-Moshe avatar
Written by Yaron Ismah-Moshe
Updated over a week ago

Documenting conversations in the CRM

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

How to sync information collected on chat back to the CRM?

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

Update Retrieved Information

Update contact details in Exceed according to changes in your CRM
Hadas Rahamim avatar
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
Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago
Salesforce

Exceed.ai - Salesforce Integration Guide

Hadas Rahamim avatar
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!!
Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

Adding a Company Name Field on Salesforce

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

Converting leads to contacts upon being qualified

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

How do I enable API access in Salesforce?

Yaron Ismah-Moshe avatar
Written by Yaron Ismah-Moshe
Updated over a week ago
Hubspot

Exceed - Hubspot Integration Guide

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago
Pardot

Exceed - Pardot Integration Guide

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

Adding a Company Name Field on Pardot

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago
Marketo

Exceed - Marketo Integration Guide

Hadas Rahamim avatar
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
Yaron Ismah-Moshe avatar
Written by Yaron Ismah-Moshe
Updated over a week ago
Zoho

Exceed - Zoho Integration Guide

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago
Pipedrive

Exceed - Pipedrive Integration Guide

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago
Active Campaign

Exceed - Active Campaign Integration Guide

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago
Other Integrations

Assign Contacts to their CRM Owner

Yaron Ismah-Moshe avatar
Written by Yaron Ismah-Moshe
Updated over a week ago

Login using Azure SAML SSO

Yaron Ismah-Moshe avatar
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.
Yaron Ismah-Moshe avatar
Written by Yaron Ismah-Moshe
Updated over a week ago

Integration with Microsoft Teams

Yaron Ismah-Moshe avatar
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!
Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

Exceed - GA (Google Analytics) Integration

Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago