Connecting Your CRM

Your CRM holds leads, deals, and customer history. Connecting it gives your CRO agent a live view of the truth.

Step 1: Pick your primary CRM

Choose the system where your team works every day. The primary CRM should be the integration target.

Step 2: Connect in Integrations

Open Integrations, find your CRM, and start the secure link. Approve read access first. You can expand later.

Step 3: Clean key fields

Make sure owner, stage, amount, and close date are filled on open deals. Clean fields make better alerts.

Step 4: Ask the CRO agent for a pipeline summary

Request a short summary that matches what you see in the CRM. If it matches, you are synced.

Step 5: Set a weekly hygiene task

Ten minutes a week to fix missing fields beats a big cleanup once a year.

What happens next

Your CRO agent can spot stalled deals and weak conversion with less manual reporting.