Follow these steps
Use the workspace and website that you intend to configure.
- Choose the CRM in Integrations and read its permissions and plan requirements.
- Complete the provider setup using an account authorized to create or update the relevant records.
- Configure your lead routing rules in Automations for the intended destination.
- Test with an approved test contact and inspect the resulting record and delivery status.
What to check
A request for an integration is not an active connection. Verify successful setup before depending on delivery.