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A CRM (Customer Relationship Management) system helps businesses organize customer information, manage relationships, track opportunities, and coordinate sales activities. Connecting a supported CRM to Polyosync can allow authorized AI-powered operations and business workflows to interact with information or capabilities provided by that CRM. The exact operations available depend on the CRM provider, the integration implementation, and the permissions granted. Before connecting your CRM Make sure that: 1. You have an active account with the CRM provider. 2. Your external account has permission to authorize integrations. 3. You are signed in to the correct Polyosync business workspace. 4. You have the appropriate Polyosync permissions to manage integrations. 5. Your CRM service is supported by the available integration configuration. How to connect your CRM Step 1: Sign in to Polyosync. Access your business workspace using an authorized account. Step 2: Open the integration management area. Navigate to your workspace settings and locate the available integrations. Step 3: Find your CRM provider. Review the supported services and select the CRM you want to connect. Step 4: Start the connection process. Depending on the provider, you may be redirected to an external authorization page or asked to configure supported API credentials. Step 5: Authorize access. Use the appropriate CRM account and review the permissions requested by the integration. Step 6: Complete the configuration. Some CRM systems require additional information, such as an organization, account, or resource selection. Step 7: Verify the connection. Return to Polyosync and review the available integration status. Step 8: Test the intended operation. Where supported, perform a controlled test using non-sensitive or test CRM data. What happens after connecting? The connection establishes the authorization needed for supported integration operations. Additional configuration may be necessary before an AI Employee, automation, or business workflow can use the CRM. Does Polyosync automatically import all my CRM data? Do not assume that connecting a CRM automatically imports or synchronizes all records. Data access and transfer depend on the supported operations, granted permissions, and actions performed. Can I connect more than one CRM? The ability to configure multiple CRM connections depends on the supported providers and integration implementation. Check the available configuration options for your workspace. What if my CRM is not listed? Contact Polyosync Support and provide the CRM name, the business operation you want to perform, and the type of information involved. Security recommendation Use an authorized CRM account and grant only the permissions required for the intended business operation. Test the connection before incorporating it into important production workflows.