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Affinity Integration Guide

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Connect Grata to DealCloud. Configure company and contact mappings, sync data, and display selected DealCloud fields in Grata with CRM Intel.

DealCloud self service integration guide

Connect Grata to Salesforce. Prepare the Salesforce account, select the records to sync, configure field mappings, and sync company and contact data.

Salesforce self service integration guide

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Authentication Best Practices with Salesforce

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Salesforce Integration Guide

Salesforce

A list of definitions for all data points Grata can sync to CRMs

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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