Overview
Connecting your CRM allows Perlon to import prospects, sync campaign activity, and help prevent outreach to contacts that shouldn't be contacted. Connecting only takes a few minutes.
Before connecting your CRM, make sure you:
Have administrator access to your Perlon workspace.
Have permission to connect third-party applications to your CRM.
Know which CRM you want to connect.
Note: A workspace can only have one CRM connected at a time.
Connecting your CRM
Open Settings.
Select Integrations.
Find your CRM and click Connect.
Sign in to your CRM when prompted.
Review the requested permissions.
Approve the connection.
Once complete, your CRM will appear as Connected.
What happens after connecting?
Once your CRM is connected, you'll be able to:
Import prospects directly from your CRM.
Enable CRM Sync when adding prospects to campaigns.
Configure Do Not Contact Sync.
Automatically record campaign activity in your CRM.
Your existing CRM records are not imported automatically. You choose which prospects to import when creating or updating a campaign.
Disconnecting your CRM
If you no longer want to use your CRM with Perlon:
Go to Settings → Integrations.
Select your connected CRM.
Click Disconnect.
Confirm your choice.
Once disconnected:
New campaign activity will no longer sync to your CRM.
CRM imports will no longer be available.
Do Not Contact Sync will stop running.
Manual exclusion lists within Perlon will continue to work as normal.
Reconnecting your CRM
If your CRM connection expires or is revoked, Perlon will notify your workspace administrators.
To reconnect:
Go to Settings → Integrations.
Select your CRM.
Click Reconnect.
Complete the sign-in process.
Once reconnected, CRM syncing will resume automatically.