Articles on: Integration

How to connect with

To connect your account with XTEN-AV, click on the 'Settings' option, in the top right profile area. Once you click on it, you will find the '' option under the 'Integrations' tab.


To connect, first you need to install the Application using the XTEN-AV Platform.

Click on the 'Install Application' button under the section.

Install Application

Log into your account to authenticate.

Log in

Click on the Authorize button.


Go to your account and Click on this + button.

Select “Choose from templates“ from this dropdown.

Click on the “Sales & CRM“ from the left nav bar.

Click on the “Basic CRM“ template from the right menu.

Click on the “Use Template“ button.

In this template, you'll find both a Deal Tracker and My Contacts sections. Navigate to the Deal Tracker, and observe the ID in the URL. This ID is crucial for mapping Projects in XTEN-AV. Follow the same steps for mapping contacts as well.

Select the Board’s ID under the Contact and Project option from the drop-down menu, which you get from STEP 9.

Once you select the Board Name, click on the Map option.

Your XTEN-AV account is connected with

Note: Your XTEN-AV account has been successfully linked with, allowing you to seamlessly sync your projects and contacts. With this integration, you'll be able to effortlessly track all the contacts and projects you push using the template recently utilized on

Updated on: 02/27/2024

Was this article helpful?

Share your feedback


Thank you!