Twine integrates with over 15 of the leading CRMs, including Salesforce and Hubspot.
💡 CRM integrations are only available on paid plans. Upgrade today.
Connect your CRM
Click your Workspace name in the lower left corner.
Click Integrations in the top nav menu.
Click +Add new.
Select your CRM under the CRM menu.
Authenticate Twine to have Read Only access.
Add custom field mapping
Twine allows you to bring custom fields from your CRM for segmentation purposes. This can be really powerful when setting up digests for a particular region, team, or however you structure customers in your CRM.
Click your Workspace name in the lower left corner.
Click Integrations in the top nav menu.
Select the CRM you have integrated.
Click Custom field mapping.
Select which custom field to map to each Twine field.
Click Save changes.
Disconnect your CRM
Click your Workspace name in the lower left corner.
Click Integrations in the top nav menu.
Click your CRM under Connected integrations.
Click Disconnect.