CRM
The CRM section helps you connect customer relationship management systems with Rillet to keep your customer and sales data aligned. These guides show you how to integrate platforms like HubSpot and Salesforce for a seamless data flow between your CRM and accounting.
What You’ll Find in This Section
In this section, you’ll find articles that guide you through CRM integrations in Rillet.
How to Use This Guide
Start with HubSpot to connect your CRM and sync customer information. Then, use Salesforce Integration to manage sales data and keep records synchronized.
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