How to connect Potion with your CRM & outreach tool?

  1. Navigate to your settings by clicking your name in the bottom left of your Potion account, click "Settings"
  2. Scroll until you see the section to "Connect with your CRM and outreach tool"
  3. Click the purple "Connect with CRM" button
  4. Select your tool of choice and follow the steps to allow permissions for Potion and your tool of choice to connect to one another