Initial Setup Guide

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

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

• Configure Your Organization

• Import Your Contacts

• Import Your Donations

• Keep your Contacts Synched with Zapier

• Keep your Donations Synched with Zapier