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Managing integrations

We've updated how you manage integrations with CRMs

Christiaan Lok avatar
Written by Christiaan Lok
Updated over 6 months ago

We've simplified the interface and processes around managing integrations with CRMs - there are some further updates to come here, as we're currently integrating with a set of CRMs that are expected to come online in July-August.

Key points:

  • Navigate to Settings, Access & Permissions, Integrations - you'll see a list of CRMs who have integrations with Rello that you can access

  • You can easily enable/disable any integration via the link provided - remembering that you'll still need to provide your "M-ID" to the CRM so they can enable things on their side

  • You can also create your own API access tokens for integrations with any system not in the partner list

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