What You’ll Need
Before setting up the Orum integration, ensure you have:- Admin access to your CRM (HubSpot or Salesforce)
- An active Orum account
Integration Options
Choose your CRM to get started:HubSpot Setup
Configure Orum with HubSpot for call task synchronization
Salesforce Setup
Set up call reports and connect Orum with Salesforce
Getting Started
- Choose your CRM: Follow the setup guide for either HubSpot or Salesforce
- Configure Integration: Setup call tasks to sync to CRM
- Launch Campaigns: Start running organized, efficient call campaigns