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Connect and manage a CRM integration

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Written by Vinayak Bhaskar

This article is for the Homepass new app. If you are still using the Homepass Legacy app, see the Homepass Legacy app articles instead.

This article shows you where CRM integrations live in the Homepass new app, how to request one, how to sync it and how to remove it.

Important points

  • Partner integrations are set up per team, under the team's page in Settings.

  • After you send a request from the app, the integration is set up with your CRM provider. Homepass support can help with the request.

  • Sync pulls the latest data across.

  • Deleting an integration disconnects it. It does not delete your Homepass contacts or places.

Simplified Process

  • Request an integration: Settings -> your team -> Partner integrations -> + Add -> plus next to the system -> Contact support

  • Sync: Settings -> your team -> tap the integration -> sync icon

  • Remove: Settings -> your team -> tap the integration -> Delete integration -> Delete

In-depth Steps

1. Open your team's integrations

  1. Tap Settings, then the team under Business teams.

  2. Scroll to Partner integrations. Each connected system is listed with a Sync button.

  3. Tap + Add to see the systems available.

2. Request an integration

  1. Tap the plus next to the system you want to connect.

  2. If the integration has to be configured by the provider, the app shows Integration request. Tap Contact support to send the request, or Cancel.

3. Sync and manage an integration

  1. Tap the integration to open Manage integration.

  2. Tap the sync icon to sync now. The last sync time is shown under Sync.

4. Remove an integration

  1. On Manage integration, tap Delete integration.

  2. Tap Delete to confirm, or Cancel.

Related articles

If you need further assistance, our support team is here to help!

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