Why do I have to reconnect my integrations?

V3 uses a new integration system, so your V2 CRM connection won't carry over. Here's how to reconnect in a few steps.

How to Reconnect

1. Go to the Integrations page in V3.
2. Find your CRM card and click it.
3. To begin the set-up, authorize your accounts and follow the on-screen prompts.
4. Once connected, open a document, link it to a CRM record (contact, company, or deal), and click on Variables.
5. Ensure the variables you need to use are in the proper places in the document. Variables will be shown by the variable name in a template, but once connected to a deal/opportunity in a document, the actual field will display.

That's it! 

Quick Note

If your integration isn't listed, it's not ready to utilize in V3 yet. Contact support (support@proposify.com) for a timeline, or check our CRM support articles to see what's currently supported.