TitanX

The Intelligence Layer is where all the data synced from your CRM lives. Use it to find and organize contacts, score and enrich their phone data, and manage the campaigns…

Navigating the Intelligence Layer

How To Pull a SFDC Report into TitanX

Setting up SFDC connection and Field Mapping

Connecting third-party platforms like Salesforce, field mapping, and using smart data streams.

Integrations & Intelligence Layer

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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