How do I integrate my CRM?

From your profile, tap the Settings icon (top right) and scroll to "Connect Your CRM." From there you'll see a list of all the supported CRMs. Select your CRM from the list. If you are not yet a Premium member we'll ask you to join. If you are a Premium member, you'll be directed to our third-party partner, Zapier. You'll need to create a Zapier account and then be directed to a connection page between Hio and your desired CRM. Authenticate your CRM account and you will be off to the races!