Combine the power of customer service with the power of marketing automation. Thanks to integration with SALESmanago, your team gains instant access to key customer information, allowing for even more personalized and effective conversations.
In one place, consultants can use knowledge about customer engagement and preferences, which translates into better experiences, faster decisions, and greater satisfaction for both parties. It's a simple step that opens up new opportunities for building lasting relationships and driving growth.
We will show you step by step how to integrate Thulium with the SALESmanago platform.
From the Administration tab, select Advanced â Integrations.
A window with available integrations will appear on the screenâselect SALESmanago from the CRM section.
Then fill in the appropriate fields:
where:
- Secret - a one-time token generated from the SALESmanago platform by the administrator.
Steps necessary to download the secret code from the SALESmanago platform:
- Log in to the SALESmanago panel,
- Go to Integrations,
- In the section, select Integrations â find the Thulium tile,
- Click Integrate,
- Then click Generate code,
- Copy the generated one-time secret code (code field).
NOTE: The code is single-use and valid for 1 hour. Do not share it with unauthorized persons.
After entering your authorization details in the Thulium panel, click to authenticate the integration. If the authentication is successful, the following message will appear on the screen: