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Articles tagged "portal_integration" returned 123 results.
Page 9 of 13
Using the Adobe Sign Integration
Generating and Sending eSign Documents There are three methods users can use to generate and send eSign Documents. Use method 1 if you don’t need to edit the document before...
Using the Eventbrite Integration
Import Events into Gold-Vision Once you are successfully authenticated and integrated with Eventbrite, you can start importing your Eventbrite Events into Gold-Vision. Add the Eventbrite Imports Menu: Close modal Click...
Using the ZoomInfo Integration
In Gold-Vision when creating a new Account, Contact or Lead you can click the What’s Next prompt to import the data from ZoomInfo. Close modal You will then get a...
Connecting to your ZoomInfo Account
...to select Integrations. Close modal Click to select Manage – Configure. Close modal When you click Configure on the right hand side of the integration you will see the following....
