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How to Connect OttoMatey CRM

Updated over 2 months ago

OttoMatey has its own CRM tool that integrates directly within your dashboard and works alongside other CRM softwares that you have connected.

You can track your deals, manage your prospects, and monitor your wins and losses easily with OttoMatey's CRM tool.

Build pipelines within OttoMatey with just a few simple clicks, and create deals straight from your inbox as soon as you get that confirmation message from the prospect.

What’s more, it’s so easy to set up and use. Follow the guidelines below to activate the CRM tool from OttoMatey:


1. Head to the Integrations tab, which you can access via the left-hand side menu on your dashboard.


2. Click on CRM at the top, find the OttoMatey CRM integration and click the Connect button.

You will see a notification at the bottom of the screen confirming that OttoMatey CRM is connected:

3. Once you have connected it, just press Manage to start creating your pipelines.


If you have any questions about using OttoMatey CRM, please feel free to contact our Customer Support team.

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