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How to add integrations into Shilo

If you are working out of multiple CRM's you can have more them all connected to Shilo. Learn how to connect and manage these integrations.

Shilo connects directly to your CRM - so if you work out of more than one, you may need to connect multiple! That's ok! We can do that!

This is good for teams who have different teams utilizing different CRM's but want to analyze calls from all of them!

How to add integrations

  1. You will need to have an active Shilo account and sign in as the OWNER

2. Navigate to Settings - Organization - Add Integration

3. Choose Integration Type

4. Follow prompts to sign in, authorize or add API key.

4. Follow prompts to sign in, authorize or add API key.

When the integration is added, you will be able to see both by toggling between them in the top left corner of your Shilo. Settings can be managed separately for each integration. Ensure that you've selected the integration you'd like to manage before changing settings.

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