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          Salesforce Integration

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            • What level of access do I need to add Salesforce data?

              To add Salesforce data, Admin access is required. This access is granted in the Salesforce system.

              July 14th, 2025 1 views 0 likes

            • How to Configure Hubspot, Pipedrive or Salesforce for ScaleXP

              ScaleXP's CRM integration allows you to forecast revenue from Closed Won deals with pending invoices, renewals and deals still in...

              July 14th, 2025 3 views 0 likes

            • How to connect Hubspot, Pipedrive or Salesforce

              For consolidated companies, CRM connections are made in the parent company.  Note that your CRM currency must match the currency...

              July 14th, 2025 1 views 0 likes

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