How to Add a New CRM Instance to Your Sales Intelligence Account

  • Updated

When an existing user attempts to access the Sales Intelligence widget from a new CRM instance, Demandbase prevents access to the widget, in order to avoid a security violation.

To grant access to the Sales Intelligence Mashup, your account administrator must map the new CRM instance to your Sales Intelligence account.

Note: When a new CRM instance is mapped to your Sales Intelligence account, then all other users in that CRM can access the Sales Intelligence widget automatically.

Step Description Details
1 The user submits a request. To submit an access request, a user must click Send Request as illustrated below:


The account administrator(s) review an access request email notification.

Once a user submits a request, an email notification is sent to the respective account administrators as illustrated below:


3 An account administrator approves or rejects the request.

When you click Approve, the following message appears:


When you click Reject, the following message appears:


The user receives an email confirmation.


Once the administrator approves the request, an email notification is sent to the user with the status of the request as illustrated below:

If the account administrator rejects the request, the following email notification is sent to the user as shown below:


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