Genesy

Setting Up Permissions for the Integration User with Your CRM

How to Customize CRM Import

Export contacts to Excel/CSV

Check CRM Export Report - Errors

Importing and enriching companies from CRM

Importing and enriching contacts from CRM

Integrations Section

Configure CRM

Integrations

Integrate Genesy with your CRM or External Tools

Integrate with other platforms

HubSpot Integration

HubSpot - How can I resolve and prevent Industry field synchronization issues with Genesy

Hubspot: Add a card for Genesy "Status"

HubSpot: Check if Contact / Company exists in Genesy

Salesforce Integration

Pipedrive Integration

Microsoft Dynamics integration

All CRMs

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