Last updated: 03/02/23
- Base CRM users
Common Causes / Issues:
- The necessity of getting your Base CRM access token to allow Trujay to connect to your system
Explanation of the steps to do in order to find your Base CRM access token
To find your Base CRM Access Token, you need to click on your name in the upper right corner and choose Settings:
Then, you will see a menu on the left, where you click on OAuth:
On the page layout, you will see a button Add Access Token:
After you click on it, you will see a menu where you are asked to provide a description of this Access Token and choose scopes of its further usage:
Once you hit the Save button, you will get your Base CRM Access Token. Make sure you copy it to your personal token. The system won’t show it again.
Still need help?
Please submit an inquiry on the contact page, email firstname.lastname@example.org, or reach out to us via chat.