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These guides are for customers and end users connecting an existing CRM or other business system to a product that uses Rollout. You do not need to be a developer or build an integration.

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How connections work

API key or token

Copy a credential from your CRM settings and paste it into the secure connection form.

Secure OAuth sign-in

Sign into your CRM in the secure window that opens, choose the correct account, and approve access.

CRM login

Enter the same account details you use to sign into your CRM.
The connection screen may use the name and colors of the product you are using. The steps are the same even when the Rollout name is not shown.

Follow Up Boss - How do I link my account?

Create an API key in Follow Up Boss and enter it in the connection window.
Treat API keys, tokens, and passwords like passwords. Enter them only in the secure connection form. Do not send or screenshot them.