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Quick Start Guide

Connect your first integration and complete a test sync in under five minutes.

1. Open Integrations

From the platform, go to Contact Intelligence → IntelliBase → Integrations. Choose the category that matches your tool (CRM, marketing automation, data source, or BI).

2. Authenticate

Click Learn more on the connector card, then Connect. Complete OAuth or paste an API key. Sales Centri stores credentials encrypted and never displays the secret again.

3. Map fields and test

Map email, name, company, and title at minimum. Run a test with a small sample list, then enable the integration for production traffic.

  • Email is required as the unique identifier
  • Empty destination fields are filled; existing values are not overwritten unless you enable upsert

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