🔴 Important Notice: The feature of contact synchronization is exclusively available for users subscribed to our Expert plans.
Discover the seamless way to keep your contacts in sync using Cardynale's Salesforce integration, exclusively available for our Expert Plan subscribers.
This integration will automatically connect to the fields below, with no additional configurations needed:
First name
Last name
Email
Job Title
Company name
Phone number
Opportunity Stage
Connecting your Hubspot Account
1. First, from the home page of Cardynale, click into the "Integrations" tab. Then find Click on Hubspot and Authorize connection.
2. Authorize Hubspot connection. The account you use to login here should be a Hubspot admin to allow our integration to work correctly.
Congrats! 🎉
Once your desired workflow(s) are enabled, you are all set! Now you or your team can export leads at any time from the Cardynale Dashboard.
Troubleshooting and Support
Encountered a hitch? Here are some common issues and their solutions to help you navigate any obstacles:
For more personalized support, feel free to reach out to our customer success team with the chat or at [email protected].