Reconnecting Your Salesforce, Gmail or Office 365 Account

If for some reason your CRM or email connection gets disconnected or deauthenticated here is how you reconnect your account to salesdirector ai.

1) Click on your picture in the upper right hand corner of the salesdirector ai application. Click my profile.

2) click connected accounts tab

3) if you have an existing connection and have a triangle showing, you will want to disconnect this connector first

4) after this, simply click on “connect an account”, select your CRM or email provider such as google or office 365 and click on it.

5) This will prompt you to authenticate via google or Microsoft, once you do so your connection should be complete.

If you still have problems connecting to Google or Microsoft/O365 please try:

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