Once you have granted access, our app will pull and sync the following data:
To request more data to be synced, please contact support here.
Notes:
Messaging chats in Krinu are organized around channels.
Currently, channels can be created from HubSpot Deals. In the future, channels can be created from Companies/Accounts.
To select a HubSpot Deal first click on the Add button, and click on New Channel
Select a Deal and click Save.
Select a channel and click on the Add button. It will now let you add an existing chat or create a new chat.
Clicking Select Chats
will list chats that already exist on your phone. Select them to attach them to the channel. Deselect them to remove them from the channel.
Note: Only attached chats will be synced to your CRM.
Clicking on New Chat
will list contacts you can start a new chat with.
Note: Only contacts associated with the channel's CRM opportunity/deal can be added.