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In this step, you have to provide a name for your profile and select the CRM system and calendar application you wish to connect. (Exchange, Google (Gmail/ G SuiteGoogle Workspace) or Microsoft 365)
How to
- Name your new profile.
- Select the CRM system and calendar application you wish to connect. (Exchange, Google (Gmail/ G SuiteGoogle Workspace) or Microsoft 365)
If you need to connect more systems you can add them later in other profiles.
Click Next to continue the profile wizard