If you get stuck, remember to just ask one of our team!

  1. Sign up an account on Salesforce
    Go to https://www.salesforce.com/editions-pricing/sales-cloud/ or https://www.salesforce.com/editions-pricing/sales-and-service-cloud/ Sign up for an account. You will need at least Lightning Enterprise to enable this feature.
  2. Enable API
    You will need to enable the API access on Salesforce before Enabling this Integration on Teamgo. You can follow link below to enable API access or Contact Salesforce Support directly (as this process may change on their end).
    https://ebsta.zendesk.com/hc/en-us/articles/210469083
  3. Install Salesforce Chatter or Salesforce CRM on Teamgo
    a. Login to Teamgo
    b. Go to Settings > Integrations
    c. Click on the options "Enable" for Salesforce CRM
    d. Follow the prompts in the popup window
    e. Click "Allow" to complete setup process
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