First Time Setup Guide
Let's prep for launch! Complete the steps below and you'll have laid a great technical foundation for the journey ahead.
3. Integrate your CRM
4. Integrate Your Marketing Automation Platform
For reference, here's a video overview of the setup process:
Once you've completed this technical setup, get an overview of how Triblio's various features work. And if you have any questions, don't hesitate to reach out to your Triblio Customer Success Manager!