Media
4 items
Description
Integrate Rylo functionality into your CRM (supports Loxo and Atlas). What This Extension Does This extension makes it easy to send People, Jobs, and Companies from your CRM directly to Rylo templates. Simply click the Rylo button that appears on relevant CRM pages, and the extension will open Rylo with the selected record ready to use in your templates. Privacy & Data Handling Important: This extension only detects the selected Person, Job, or Company in your CRM by their ID number and sends only that ID to Rylo. We then use Loxo's own API to fetch the full details - this is not a data scraping extension. *Requirements*: This extension is only suitable for users who have: - Access to Loxo CRM - A Rylo account with the CRM integration feature enabled