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Track the most recent changes to the wiki on this page.
List of abbreviations:
- N
- This edit created a new page (also see list of new pages)
- m
- This is a minor edit
- b
- This edit was performed by a bot
- (±123)
- The page size changed by this number of bytes
12 June 2026
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N 13:33 | How to Setup the HubSpot CRM Integrator 6 changes history +1,943 [ERyter (6×)] | |||
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13:33 (cur | prev) +25 ERyter talk contribs Tag: Visual edit | ||||
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13:32 (cur | prev) +113 ERyter talk contribs Tag: Visual edit | ||||
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11:37 (cur | prev) −15 ERyter talk contribs Tag: Visual edit | ||||
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11:33 (cur | prev) +88 ERyter talk contribs Tag: Visual edit | ||||
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11:32 (cur | prev) +9 ERyter talk contribs Tag: Visual edit | ||||
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11:23 (cur | prev) +1,723 ERyter talk contribs (Created page with "# Access the Nova Portal # Navigate to the "Integration" Tab # Enable HubSpot CRM Integration Select "Enable" next to HubSpot CRM. # Link Your Account ## Enter HubSpot Login Credentials ## Choose Account ## Allow for the connection by selecting "Connect App" # Integration Successfully Enabled ## Success confirmation ## Showing "Enabled" on domain # Enable Users and Access Tokens being sent via the Integrator ## Click the "Pencil" Icon ## Select the specific Data being l...") Tag: Visual edit | |||
| 13:30 | Upload log ERyter talk contribs uploaded File:HSCRM.png | ||||
| N 13:25 | How to Setup the Zapier Integrator diffhist +988 ERyter talk contribs (Created page with "Looking for different ways of automating processes such as lead creation, call data logging, sms data logging, and call transcription data? Well, Zapier provides a low code/no code solution that provides simple ways of automating these processes in cases where your CRM doesn't have a direct integration within your providers portal. <blockquote>'''Administrator Access Required''': To set up this integration, you will need administrator access to your Zapier account and...") | ||||
| N 13:01 | How to Setup the Zoho Desk Integrator diffhist +3,145 ERyter talk contribs (Created page with "'''Administrator Access Required''': To set up this integration, you will need administrator access to your Zoho Desk account and an Office Manager within the Nova Portal. <blockquote>'''User Identity Matching''': <u>Email Address Identification</u>: The Nova Portal uses email addresses to identify users in Zoho Desk. <u>No Email Present</u>? If a Nova Agent/User doesn't have an email address, the Zoho Desk administrator can add the user's extension number in Zoho Des...") | ||||
| N 12:45 | How to Setup the Zoho CRM Integrator diffhist +3,573 ERyter talk contribs (Created page with "<blockquote>Administrator Access Required: To set up this integration, you will need administrator access to your Zoho CRM account and an Office Manager Scope with the Nova Portal to setup and access recordings.</blockquote>Setup Steps: # Login to your Nova Portal # Go to the "Integration" Tab and Select on the "Enable" Button within the Zoho CRM Box Please Note: This will launch into a new window # Login to Zoho CRM # Accept the Connection of the Integrator # Integrat...") | ||||
| N 12:21 | How to Setup the ServiceTitan CRM Integrator diffhist +2,218 ERyter talk contribs (Created page with "'''Administrator Access Required:''' You must be an Office Manager in the Nova Portal and an Administrator within the Service Titan CRM to configure this Integrator. '''User Identity Matching:''' <u>Email Address Identification</u>: The Nova Portal uses email addresses to identify users in Service Titan. <u>No Email Present</u>? If a Nova Agent/User doesn't have an email address, the Service Titan administrator can add the user's extension number in Service Titan to...") | ||||
| N 11:56 | How to Setup the Salesforce CRM Integrator diffhist +2,200 ERyter talk contribs (Created page with "'''Please Note''': To setup the Integrator, you need an admin account setup in Salesforce and an Office Manager scope within the Nova Portal. '''User/Agent Identity:''' The Nova Portal uses email addresses through the integrator to Salesforce for identification. If there's no email address on the Nova Agent/User, the Salesforce administrator can add the user's extension number in Salesforce to be identified by the integrator. Go to Step 7 to see how to input the exte...") | ||||
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N 11:46 | How to Setup the Microsoft Dynamics 365 Integrator 2 changes history +1,652 [ERyter (2×)] | |||
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11:46 (cur | prev) +21 ERyter talk contribs Tag: Visual edit | ||||
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11:44 (cur | prev) +1,631 ERyter talk contribs (Created page with "'''Administrator Access Required''': To set up this integration, you will need administrator access to your Microsoft Dynamics 365 account and an Office Manager scope within the Nova Portal. '''User Identity Matching:''' <u>Email Address Identification</u>: The Microsoft Dynamics Integrator uses email addresses to identify the correct agents/users in Microsoft Dynamics 365. <u>No Email Present?</u> If a Nova Agent/User doesn't have an email address, the Microsoft Dyn...") Tag: Visual edit | |||