• login with API access privileges.
  • Your Organization ID. To get the ID, login to your account, go to Setup > Company Profile > Company Information and look for Organization ID. 

How to connect

Gtmhub connects to using OAuth 2.0 authentication and authorization protocol. By creating a connection you will grant Gtmhub offline access to your data. To create a connection go to Setup > Data sources > Add new data source. In the Sales category select, fill in your Organization ID and click Authenticate.

You will then need to a authorise Gtmhub access to your data.

Once you complete this step you will be able to either select the entities you want to sync or install the Gtmhub insight presets for For more information on the insight presets read: insights.

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