After setting up our identities, we are going to integrate Genesy with other tools
Let's start by going to Genesy > Integrations
You will see there are different types of integrations, depending on the type of tool:
CRM: Hubspot, Salesforce, Pipedrive
Data Enrichment: Kaspr, Apollo, Lusha, Datagma..
AI Enrichment: Open AI y Serp API
Import Sources: Theirstack
To integrate them, you will need:
For CRM: superadmin user
For all other tools: API keys
1️⃣ How to integrate with your CRM
You need a superadmin user to do this
Go to Genesy > Integrations > activate your CRM
Follow steps on screen until you are redirected back to Genesy and see ✔️ in the small box
Click now on the CRM box to access the settings
You can check these guides for more complete information:
2️⃣ How to integrate with other tools
Go to the website of the corresponding tool, create an API key and copy it.
Go to Genesy > Integrations > click on the small box of the corresponding tool and paste the API key
If all goes well, you will see a ✔️ in the small box
All set?
Congrats! Your initial set up is complete 🎉