Use GlassHive’s PSA integrations to manually sync your contacts and companies' information, activities, and opportunities from GlassHive to your PSA.
Simply click on the PSA integration button on the company or contact page.
Having the option to send over information when you're ready allows you to keep your Work OS up to date while using your PSA as a backend when you're ready to close your deals. This keeps both systems from being clogged with too much information so that you can focus on sales and marketing.
Company Page
From the Company Profile, click the "Send data to" button in the upper right hand corner. From there you can decide which PSA you would like to send information to.
You have the option to send all records or only update existing records to your PSA. Select your options then click "Next Step".
You will get a confirmation message at the top of the page. If you click the "view" link, you will be taken to the record in the corresponding PSA.
If you decided to send over any contact profiles connected to the company, you will do the same for those records.
Contact Profile
Click on the PSA you want to send your contact’s profile information, activities and opportunities.
Once finished, click "Next"
