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CANDDi CRM Integration Explained

Published 22 Sep 2020 by Ellice Eadie, CANDDi
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When it comes to choosing a new software for your business, you want to make sure it’ll fit in effortlessly with the systems you’re already using.

That’s why CANDDi is designed to integrate with your existing CRM, driving our data directly into the software your teams are already comfortable with using. Hopefully resulting in a quicker, less painful transition period!

There’s no limit to the integrations we can provide. Whether it’s a giant like Hubspot or a bespoke system you guys have set up for yourselves, CANDDi will have you covered.

If you’re ready to get set up, following the steps below:

  1. Open up the Google Chrome Web Store and search for the CANDDi Sales Gui. If you’ve already got this installed, skip straight to step 3.
  2. Once you’ve found it, click ‘Add to Chrome’. You may need to restart Google Chrome to give it a kickstart.
  3. You’re ready to log into your CRM and open up a contact/lead. You should now see the following appear:

person profile

With the CANDDi CRM Integration, you’ll now be able to see the company details and contact information associated with that lead. This can be found on the profile tab.

If you want to see how they’re interacting with your site, click on ‘Web Activity’ to see the contact’s tags, downloads and page views.

There’s also a ‘Company News’ tab which also shows information on their company.

Finally, you can view the profile in full detail by clicking ‘View Contact in CANDDi’ and this profile will open in your dashboard.

If you need any help on installing this, please contact us at support@canddi.com.