Login to CRM

Owned by Evangeline Cruz
Last updated: Oct 22, 2024 by Dorian Port
1 min read

How to Login to your CRM* from the Add-in


Valid credentials to your CRM* is a requirement to be able to use the connector.


1.  On Gmail, you will see the login page (this displays when you first installed the add-in or you have previously logged-out).

Select a Language if desired

2.  a.  For Dynamics 365 Connector:

Enter your Dynamics 365 URL, it is the URL shown after logging in as normal using a browser.  It is in the format https://org1234567.crm.dynamics.com/ (anything after the .com can be ignored).

Click Connect Now button (a dialog box opens).

Enter the Username

Enter the Password

b.  For Zoho CRM Connector:

Select your Data Center.

Click Continue button (a dialog box opens).

3.  The next screen opens, click on Connect to CRM* 

4.  Login prompt box for the CRM* opens

5.  Enter your credentials (username and password) and Sign-in.

6.  Access Permission* prompt opens, click "Accept" button.

7. Click link or "x" to close the confirmation prompt

8.  The main connector screen displays


Currently supporting CRM*

  • iEnterprise CRM

  • Salesforce.com®

  • Dynamics 365®

  • SugarCRM®

  • Zoho CRM®

  • Netsuite **

  • Monday.com
  • HubSpot



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