External CRM sub-menu is automatically enabled by the Send person to external CRM plug-in that allows you to integrate Linked Helper with most popular CRMs without a need for coding or using third-party tools like Zapier or Make.com
This menu contains every CRM's settings that are used as default ones when a new Send person to external CRM Action is added to a workflow, or when the 'Use default external CRM settings' option is enabled in a messaging Action or Check for replies.
Here you can:
- Set up the default CRM for newly added Actions:
- Change CRM's default settings. These settings can be changed anytime, and the changes are immediately reflected in the Actions that use default CRM settings (have the 'Use default external CRM settings' option is enabled) .
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