Troubleshooting steps to resolve integration issues with controlhippo.
Step 1: Log in to the ControlHippo Dashboard.
Step 2: In the Settings, select Integration under Account Management.
Step 3: Check if your CRM is integrated with ControlHippo. If integrated, a green box labeled "Integrated" will appear below the CRM you wish to connect.
Step 4: Ensure the email addresses in both the CRM and ControlHippo are the same.
Step 5: Verify that the contacts are properly mapped in the CRM.
If you have any further questions or concerns, please feel free to contact us at [email protected].
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