Help center · Getting started
Connect your CRM
Ask Ross at [email protected] about CRM access and integration availability. This guide describes the intended read-only setup; no connection starts from this website.
01
Who can connect
A CRM administrator can discuss the required permissions with Ross at [email protected]. Do not email passwords or access tokens.
02
Connect
Email [email protected] to confirm the supported setup for your team. There is no account-menu support or connection step required to contact us.
03
What Adrata reads
Opportunities, stages, amounts, close dates, contacts and activity. That’s enough to tell which deals were won, lost or still open, and which moves came before each result.
04
What happens next
The team will confirm availability and next steps. Requesting access does not connect your CRM or start a background import.
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