Here’s how to connect your Base CRM account to Grow.
First, log in to your Grow account and click Add Metric. You will need to authenticate your Base CRM account before you can begin building metrics.
You will need your Access Token from Base CRM to connect your account to Grow.
To find your Access Token, log in to your Base CRM account and go to Settings.
Navigate to the OAuth 2 page. There you will find a place where you can add an Access Token. Go ahead and press the + Add Access Token button.
You’ll need to add a description and give it the correct permissions. (Grow only ever needs read-only access.)
Once you have saved those settings, you will see your access token. Be sure to save it somewhere, as you will not be able to access it again.
Go ahead and paste this value into Grow, then press the blue Submit button.
And that’s it! Your’e good to go.
Questions? Email us at firstname.lastname@example.org or chat in on the site.