Connecting your CRM
- Which actions earn points with each CRM — Stoloros counts 7 types of CRM actions. Brevo provides 5 of them; HubSpot, coming soon, will provide all 7.
- How to connect Brevo — Paste a Brevo API key so that your team's deals, tasks and notes start earning points.
- Connecting HubSpot (coming soon) — HubSpot support is on its way. Today the HubSpot option shows as coming soon and cannot be connected yet.
- How to disconnect your CRM — Stop Stoloros from reading your CRM. Points already earned are kept.
- How to sync your CRM and choose pipelines — Know when Stoloros reads your CRM, sync it on demand, and choose which pipelines earn points.
- How to start when your CRM is not supported yet — Use Salesforce, Pipedrive, Zoho CRM, Odoo or another CRM? Ask to be notified and try Stoloros with demo data meanwhile.
- How to match CRM users with team members — Each CRM user is matched to the Stoloros member with the same email. Fix a rep who uses another address in the CRM.