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How to set up Messaging/CRM platforms to receive notifications

Updated this week

Previously, this functionality was called non-user contacts, but is now called Messaging/CRM

You can add various Messaging/CRM integrations to your account, leveraging the email addresses these platforms use to create messages or tasks. You can also use this to send notifications for email groups, rather than specific users.

Once created, you can then use these as recipients for alert notifications throughout the platform.

How to create a new Messaging/CRM integration'

  • Click on 'Add New'

  • Select a platform

  • Enter a name for the integration

  • Enter the email address from the third-party platform

  • This will then appear on the Budget Settings page as a potential recipient for Alerts


How to find the email address for common third-party platforms

How to find the email addresses for some of the more common Third-Party tools:

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