Integrations

The settings page for the various integration that iCRM supports is accessible easily under the Global Settings.

There are there tabs, namely: QuickBooks Settings, Mailchimp Settings and Email Integration.

How to Manage Integrations

1.  Click Setup from the Toolsbar.

2.  Click on Global Settings > Integration.  

3.  Click QuickBooks tab, follow this link for steps on how to Integrate QuickBooks.

4.  Click Mailchimp Settings tab, follow this link for steps on how to Integrate Mailchimp.

5.  Click Email Integration tab, follow this link for steps on how to Integrate Email.