Setting up your CRM and integrations just got simpler. You can now connect Salesforce, HubSpot, Gong, Salesloft, and Clari yourself.
Highlights
Step-by-step setup wizard.
A clear walkthrough shows you exactly what to do at each step. No more guessing which button comes first or dealing with confusing flows.Smart sync order.
Your data syncs in the right sequence automatically. Users first, then stages, then opportunities/deals, so everything has what it needs before moving forward.Configure your filters.
Choose which deals sync or specify record types directly during setup. Self-service all the way.
Connect everything in minutes without scheduling a call. Just follow the wizard and you're done.Getting Started
You must be a Fluint Integrations admin to set-up these integrations for your org.
- Go to the Integrations page in your workspace
- Select the integration you want (Salesforce, HubSpot, Gong, Salesloft, or Clari)
- Follow the wizard through authentication and settings
- Configure your filters to match your team's needs
- Let the sync run—it handles everything in the right order
