Learn how to create an Integration project in a new account or in an existing account.
New Account
After activating your account, login to your account to start creating your first project. Create your first Integration Project by selecting the Create button in the Integration tile.
Existing Account
Select the + icon in the Integration tile to create a new Integration project.
Set Up Your Project
Give your project a name and optional description.
Your project name should be short yet descriptive. We recommend including the CRM and object/ record type directly in the name (e.g. Integration - Salesforce Leads to Marketo) so you know what records from which system are being worked on in the project.
OPTIONAL: Use the project description section to add additional details about your project. Consider including information about which attributes are being standardized and how frequently the project runs.