Integro Documentation
  • Getting Set Up
    • Welcome to Integro
      • Initial Setup Guide
        • Configure Your Organization
        • Importing Your Contacts
      • Optional - MailerLite Integration
      • Optional - SMS Integration with RingCentral
  • Use Cases
    • Keeping your Donations Updated with Zapier
    • Connect a Signup Form On Your Website to an Integro workflow
    • Keeping Your Contacts Updated With Zapier
  • API
    • API Overview
    • API Example - Adding New Donations
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  1. Getting Set Up
  2. Welcome to Integro

Initial Setup Guide

Follow these steps to get up and running fast with Integro CRM.

PreviousWelcome to IntegroNextConfigure Your Organization

Last updated 1 year ago

In 15 minutes or less, you're going to see the power of Integro. So grab a cup of coffee or tea. (if that's your thing) and let's dive in!

Steps to Getting Set Up

  • Import Your Donations

Configure Your Organization
Import Your Contacts
Keep your Contacts Synched with Zapier
Keep your Donations Synched with Zapier