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What do I have to do in order to use DataAgents?

Learn what you need to do to use DataAgents

If you want to use DataAgents, you need to connect snapAddy to your CRM and your e-mail inbox. This works as follows:

  1. Click on  "Settings" which you can find on the top right when you click on your profile. 


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  2. Now you can choose your desired CRM under "System integration" and connect to it.


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  3. Under email contact suggestions you can connect snapAddy with Office 365.


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  4.  The setup is now complete and you can use DataAgents.

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If you have any further questions, please feel free to contact support@snapaddy.com or your Customer Success Manager.