video1.0<iframe src="https://www.loom.com/embed/216e45ea4a444d9d9abb963bf6d9bf54" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/216e45ea4a444d9d9abb963bf6d9bf54-5e4cb385ee811c3d.gif262.864In this video, I’m excited to show you how to integrate Busy with your CRM to streamline your sales workflow and eliminate manual effort. By connecting these tools, you can efficiently push leads and contexts into your CRM, ensuring that existing customers are excluded from prospecting. I guide you through the setup process, including mapping fields for both pull and push data, which is crucial for maintaining a clean and relevant database. Please make sure you have admin rights in both Busy and your CRM before starting the integration. Let’s work together to optimize our workflow and enhance our client database!