Connecting careCycle
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This document provides a step-by-step guide on how to connect careCycle to MedicarePro CRM. By following these instructions, you will be able to seamlessly integrate the two platforms, allowing for efficient data synchronization.
Steps to Connect careCycle to MedicarePro CRM
To successfully connect careCycle to the MedicarePro CRM, please follow the steps outlined below:
Navigate to your MedicarePro CRM settings, go to your integrations, and connect careCycle to obtain an API Token.
Please give this token to your careCycle account manager to finish setup.
Congratulations! careCycle can now pull client data for AI features.
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