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Articles tagged "portal_integration" returned 123 results.
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Using the Xero Integration
...on how the information is sent between systems. Click here to find out more about setting the integration mappings. Note you may need to refresh before the account appears Data...
Configuring the Microsoft Outlook Integration
Close modal Overview Gold-Vision allows integration with your Microsoft Outlook mailbox, this enables you to: Automatically link Outlook emails to associated CRM records including Account, Contacts and Activities. Enable Calendar...
Configure Xero integration
Administrators can update the integration module, edit the field mappings and trigger alerts, also set up the batched modules: Real-time Modules Close modal Edit Mappings Click Edit Mappings then choose...
Configuring Google Analytics Integration
Connect has its own in-built analytics, but with the Google Analytics integration, you can get even better insights to help grow your business. The integration automatically adds campaign tracking codes...
Using the Microsoft Dynamics NAV Integration
...part of the integration you can view and select a live feed of products from Dynamics NAV: Close modal Close modal When the sale is confirmed, set the status of...
Loqate Email Validation Integration Overview
...which items you would like to verify. Loqate Email Validation Integration for Gold-Vision CRM Bounced emails could be a thing of the past when using our email verification integration. Check...
ZoomInfo Integration Overview
Close modal ZoomInfo software provides access to valid contact information and company profiles. It can also help find leads based on your unique criteria settings. The integration enables you...
Using LiveChat Integration
Introduction When a new Livechat is started Gold-Vision will try to match the visitors’ email address with email addresses in Gold-Vision. If a match is found the integration will display...
Configuring Modern Authentication for Office 365
...Against the new tab (Admin center). 6. Select Azure Active Directory again from the left-hand menu – this can be accessed directly here – https://aad.portal.azure.com/ 7. Select App Registrations (directly...
Configuring Modern Authentication for Gmail
...accessed directly here – https://aad.portal.azure.com/ 7. Select App Registrations (directly accessible here – https://aad.portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/RegisteredApps) Close modal 8. Select New Registration 9. Enter an Appropriate name e.g. ‘Gold-Vision Exchange Access’ then...
