About this integration
This robust integration extends the CRM capabilities of the Reliance platform, keeping both platforms in sync with each other:
- Write new Reliance leads to Contactually as contacts and record their website activities
- Keep changes to Reliance and Contactually contacts in sync with each other
- Use SSO to seamlessly move from Reliance to Contactually
- Allow Reliance to manage your agent roster in Contactually
This integration is under development and final scope may change. If you have questions, please contact your Reliance or Contactually success manager.