Connecting Your GMB (Google My Business) and Social Media Accounts to the CRM

Video Walkthrough

Step-by-step Tutorial

To connect your accounts to the CRM,

• Log on to your CRM through https://leads.secureloandocs.com/
• Click Settings

• Then, click Integrations

• Sign In with your Google account to see the option to connect your GMB

• To connect your GMB, click "select a GBP" page, and follow the prompts

• From the integrations page, you can also connect your Facebook, Instagram, LinkedIn, and TikTok accounts.