Integrations & Detailed setup

Find out how to integrate the platform with your other systems

Salesforce

Salesforce Version 11 Release Notes and Log

Install and Configure the Consensus Salesforce Professional App (Lightning) - updated for V11

Setting Up Salesforce Sites For Consensus SFDC 9.X+ (Required)

How to configure CRM Sync for SFDC Account & Opp tie-in

Role-Based CRM Sync Field Requirements

General Integration setup and SSO

Consensus API Webhooks

Consensus Zapier Integration

Setting up Consensus SSO Authentication (SAML 2.0)

How to set up Okta SSO Authentication in Consensus

How to configure Microsoft Entra ID SSO

Sales & Marketing Integrations

Consensus for Seismic (Early Access): Installation and Usage Guide

Gong Integration

How to Create DemoBoards Within Highspot for Digital Sales Rooms

How to Import Historical Data to Eloqua from Consensus

Yesware - Mail Merge Demo Link

Gmail, Outlook, Slack and more

Demo Filters in Snap

Consensus Add-in for Outlook (Microsoft Office 365)

Consensus Add-in for Outlook

Consensus for Slack

Consensus Snap Gmail Integration