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Setting up your CRM integration

Instructions for team members wanting to setup CRM integration once their Account Admin has turned on the integration.

Written by Ran Heimann
Updated this week

Please note, this article is relevant to team members who want to setup CRM integration once their Account Admin has turned on the CRM integration and provided them with a special integration link called a "Webhook".

If you already received your special "Webhook" link, please follow these steps in the Haystack app installed on your phone:

  1. Open the Haystack mobile app

  2. Tap Settings

  3. Tap your Company Name

  4. Tap Zapier

  5. Paste the Webhook URL into the textbox (no need to Send test message)

  6. Tap Continue

CRM integration is now live on your phone.

NOTE: If you're the Account Admin and want to setup the CRM integration, please read and follow the instructions in this article first.

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