Lean RevOps Toolbox

How to connect your CRM to the Jaxx Platform

How to Connect Your CRM (HubSpot or Salesforce) to Jaxx Lean Rev Ops Platform

If you're looking to integrate your CRM with Jaxx Lean Rev Ops platform, you're in the right place! Connecting either HubSpot or Salesforce to our platform is straightforward and can be done in just a few simple steps. Follow this guide and get started in under two minutes.

Steps to Connect:

  1. Access the Jaxx Platform

  2. Login/Signup

    • On the top right corner of the website, click the "Login" button.

    • If you don't have an account, select "Sign Up".

    • Choose a Google account to sign up with, then provide your name, business size, and any additional message you wish to send to us.

  3. Connect Your CRM

    • Once logged in, locate and click the "Connect" button on the dashboard.

    • You'll see an option to add a new connection. Here, you can pick between multiple tools.

    • For this guide, let's focus on HubSpot and Salesforce:

      • For HubSpot:

        • Simply click on "HubSpot".

        • You'll be redirected to the HubSpot login page.

        • Provide your login credentials and authorize access.

      • For Salesforce:

        • Click on "Salesforce".

        • Enter your Salesforce root URL.

        • Log in and grant the necessary permissions.

  4. Wait for the Results

    • Once you've successfully connected your CRM, our team gets notified and begins an efficiency inspection.

    • Expect the results of your inspection within 24 hours.

That's it! With just a few clicks, your CRM is now integrated with the Jaxx Lean Rev Ops platform. We look forward to assisting you further, and if you have any questions, don't hesitate to reach out. See you soon!