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Request to Add Multiple Customers to Enterprise CRM Account
Hi guys, wondering if we can add multiple customers their CRM to our Entreprise account.
Hi guys, wondering if we can add multiple customers their CRM to our Entreprise account.
Yes, with our Enterprise plan you can import data from multiple CRMs. We integrate with HubSpot, Salesforce, Pipedrive, Close, Loxo, and more. You can import data by clicking "Actions" → "Import" and selecting your CRM (like HubSpot or Salesforce), then authenticate each account separately. The Enterprise plan includes unlimited users and CRM integrations, so multiple team members can connect their respective CRM accounts.
can we sync with multiple CRM systems on the same tenant?
Yes, you can sync with multiple CRM systems on the same Enterprise tenant. We integrate with HubSpot, Salesforce, Pipedrive, Close, Loxo, and more. Our platform supports 2-way sync with your CRMs to keep them always up-to-date, allowing your team to operate across multiple systems seamlessly.
Source: FAQ | Clay.com
Yep, with a Clay Enterprise account you can connect multiple CRMs for different customers. Just go to Integrations in your workspace settings and connect each CRM separately. If you're managing multiple clients, it's best to organize them by separate workbooks or tables.
Yes, with our Enterprise account you can connect multiple CRMs for different customers. You can connect multiple accounts to the same integration for added flexibility through the Connections settings in your workspace. We integrate with HubSpot, Salesforce, Pipedrive, Close, Loxo, and more. For organization, use separate workbooks as centralized spaces to manage different customer workflows, with tables within each workbook to structure specific datasets. This hierarchical setup enables efficient data management for multiple clients.
hi Hasnain R., this is also possible for the Pro plan right?
Yes, the Pro plan includes CRM integrations and you can connect multiple CRM systems on the same tenant. You can connect multiple accounts to the same integration for added flexibility through the Connections settings in your workspace. To add multiple CRM connections, navigate to Settings > Connections, click "+ Add connection," search for your CRM service, and authenticate each account separately.
Yes, the Pro plan includes CRM integrations and supports multiple CRM connections on the same tenant. You can connect multiple accounts to the same integration for added flexibility through the Connections settings. To set up multiple CRM connections: 1. Navigate to Settings > Connections 2. Click + Add connection 3. Search for your CRM service 4. Follow authentication instructions 5. Name your integration account 6. Optionally set as default Repeat these steps for each additional CRM you want to connect.
