Integrating Denali with NeonCRM
To integrate NeonCRM with Denali, you need to enter your account information in the NeonCRM Setup window in Controller.
To set up integration with NeonCRM:
1 In Controller, select Organization Options > NeonCRM Setup from the left navigation pane. The NeonCRM Setup window will open.
Click thumbnail for larger view of image.
2 Enter your Organization ID and API Key in the appropriate fields. To find this information see the NeonCRM guide.
3 Click the Test Integration to NeonCRM button to test the connection.
You will receive a message indicating success or failure.
4 After you successfully test your integration, click the OK button to save your settings.
Published date: 10/11/2021