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What version of Salesforce do I need?

CRM Refresh will work with most versions of Salesforce. If you have the following Salesforce Versions [link to Salesforce versions]: Professional, Enterprise Unlimited or Non-Profit CRM Refresh will work with your Salesforce edition. Admin access to the Salesforce...

Hubspot Integration

You can use CRM Refresh with your Hubspot CRM if you have a paid account. (Hubspot doesn’t allow for API access to Free CRM Accounts). Go to the sign-up page and create your account. CRM Refresh will connect to your Hubspot CRM with 0Auth encryption. Once...

Saleforce Integration

Integrating CRM Refresh with your Salesforce installation is fast using 0Authorization. Simply go to the sign up page and connect using your salesforce user name. CRM Refresh will connect to Salesforce using an encrypted system. Still stuck? How can we...

Fixing Your Data

Fixing Your Data BY STEVEN WAGNER You can choose what to fix when CRM Refresh has analyzed your contacts. Depending on how you plan to use CRM Refresh you can take two paths to fixing your data: Account Based Marketing & Sales #1 Fix the Title and Company –...