How-to guides
Every guide answers one question, in the order you do it, with the errors you will meet. Inside SalesCrew the same guide opens beside the field it belongs to.
Marketing data
- How do I add OpenAI, Gemini and Perplexity keys for AEO tracking?10 min
- How do I connect Bing Webmaster Tools to a CRM?5 min
- How do I connect Calendly to a CRM?5 min
- How do I connect Google Search Console to a CRM?5 min
- How do I connect PostHog and Google Tag Manager to a CRM?10 min
- How do I connect Google Analytics (GA4) to a CRM with an OAuth key?15 min
- How do I get a Meta Ads system-user token for a CRM?10 min
- How do I get Google Ads API access and a developer token?20 min plus approval
- How do I connect Microsoft Ads (Bing Ads) to a CRM?20 min
- How do I see cost per lead by channel in SalesCrew?5 min
content
Agents
Backups
Sending
- How do I build a multi-step sales cadence in SalesCrew?15 min
- How do I connect Instantly and sync my sender pool?5 min
- How do I freeze a segment and keep suppressed contacts out?10 min
- What step types can an omnichannel sequence have, and where does each one's text go?10 min
- How do I send a campaign through Instantly?10 min
- How do I set daily sending limits per mailbox and per domain?10 min
- How do I set up SPF, DKIM and DMARC for a sending domain?20 min per domain
- How do I work the Facebook Messenger queue in SalesCrew?10 min
- How do I work the Instagram DM queue in SalesCrew?10 min
- How do I work the LinkedIn queue and track replies in SalesCrew?10 min
AI
MCP & API
integrations
Calendar
deals
Mailboxes
Salesforce
- How do I create a Salesforce API user and get its security token?15 min
- How do I prepare Salesforce Leads for CRM lists (identifier field and bounce management)?10 min
- How do I send one List Email from Salesforce to a Lead list view, now or at a set time?3 min
- How do I verify a sender address in Salesforce (Org-Wide Email Addresses and DKIM)?15 min per address