Connecting to Your CRM

The CRM connection form is where you give the AutoMerge Service access to your CRM system.

You can define multiple connections to your Sandbox organizations, and one connection to your Production organization.

Editable fields

On the CRM connection form, only Name and Purpose are directly editable. Most fields are populated automatically via VERIFY URL, a feature that gathers credentials securely and verifies that they work.

Editing or clearing credentials

Goal	Action
Re-enter or update credentials	Click VERIFY URL
Remove stored credentials	Check Clear Credentials, then click Save

Connection won't verify?

See Create an Azure app user for the service connection.