Integrations: getting your client context into Marloo, with Andy | Marloo webinar

About this session

Marloo works better the more of your client context it can see. In this session Andy runs through every integration available and shows you how to set each one up for your team. You'll see how to: - Connect SharePoint and Google so Marloo can read your existing files - Bring client records across in bulk with the CRM importer - Set up webhooks to move data between Marloo and your other systems Register for our next webinar: Marloo is the AI partner for financial advisers.