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
Create an API key in Follow Up Boss and enter it in the connection window.
Lofty
Sign into Lofty and authorize the secure connection.
Lofty API Key
Create an API key in Lofty and enter it in the connection window.
BoldTrail
Create an API token in BoldTrail and enter it in the connection window.
Bonzo
Create a Bonzo API token and enter it in the connection window.
Sisu
Copy the API Authorization value from Sisu Team Settings.
Cloze
Sign in to Cloze and approve the secure connection.
Cloze API Key
Copy your Cloze API key and enter it with your Cloze account email.
Sierra Interactive
Copy your Sierra Interactive API key and enter it in the connection window.
Sure Send
Create an API token in Sure Send and enter it in the connection window.
CINC
Sign into CINC and approve the secure connection.
Constant Contact
Sign into Constant Contact and allow secure access.
HighLevel
Choose an installation scope and authorize HighLevel.
HubSpot
Sign into HubSpot, choose an account, and approve access.
Wise Agent
Sign into Wise Agent and approve the secure connection.
Salesforce
Choose production or sandbox, then approve access to Salesforce.
Jungo
Choose the Salesforce environment used by Jungo and authorize access.
Brivity
Enter the email address and password you use for Brivity.
KW Command
Enter your KW Command login and complete the emailed verification step.
SureFire
Enter the email address and password you use for SureFire.
Velocify
Enter the username and password you use for Velocify.
RAD CRM
Enter the username and password you use for RAD CRM.
MoxiWorks
Request a Platform Identifier and Platform Secret from MoxiWorks.
Total Expert
Request a Client ID and Client Secret from your Total Expert account manager.
Real Geeks
Grant API access and configure the generated Rollout destination URL.