You've connected your CRM to uman. Before your team starts working in it, run through this checklist once: it touches every way uman writes to your CRM, so you can validate each result on a test record in your own system.
🔒 Good to know before you start: uman uses a user (delegated) integration, not a system-wide integration: it acts as the person who connected, within exactly the access your CRM grants them. It never deletes anything in your CRM, never writes in the background, and marks everything it creates with a "Created by uman" attribution. Details: CRM Overview.
💡 Tip: set your uman language to English while you run this checklist (Settings > My account > Language), so the button names match this guide.
🔌 1. Connect your CRM
Click Settings at the bottom of the sidebar.
Open Apps (under Personal) and connect your CRM with your own credentials. The CRM connection is personal for now: every team member connects their own.
Use the account you want your test records attributed to: uman works within the access your CRM grants you.
More details: CRM Overview.
🏢 2. Link an account, both ways
First, link to a record that already exists in your CRM:
Click Accounts in the sidebar, then Add account (top right), and add a company you have a test record for in your CRM. uman starts researching the company in the background: this can take a few minutes.
Open the account, and click the Link to company button at the top of the page (it names your CRM).
Search for your existing test record, select it, and confirm.
Then create a record from uman:
Add a second account the same way.
Click Link to company again, but now open the Create new tab and confirm.
Check in your CRM: the existing record is untouched except for the link; the new company record exists and shows uman's attribution.
More details and screenshots: Managing your accounts.
📝 3. Add a note and push it
Open one of your linked accounts.
Click Add note (next to the Activity summary), write a short test note, and save it.
Push the note to your CRM.
Check in your CRM: the note appears on the company record, with the "Created by uman" suffix.
More details and screenshots: Managing your accounts.
🤝 4. Link a deal through a meeting
💡 In daily use meetings appear automatically once a calendar is connected, so your team won't create them by hand. Creating one manually is just for this test.
Create a meeting with a deal:
Click Sales meetings in the sidebar, then Prepare sales meeting (top right), and choose Create manually.
Pick Deal meeting and give it a title and date.
In the account step, pick your test account and click Create new deal.
Finish the wizard (participants and notes are optional).
Then link the deal to your CRM:
On the meeting page, click the Link to deal button at the top (it names your CRM).
Choose Link to existing deal and search for a test deal, or open Create new deal and fill in the name, pipeline, stage, and company.
Confirm.
Check in your CRM: the deal sits in the pipeline and stage you picked.
More details and screenshots: Managing your deals.
✅ 5. Push a follow-up
Open your test meeting and go to the Follow-up tab.
No recording? Click Add meeting notes, type a few lines about what happened, and click Create follow-up. Wait a few minutes while uman generates it.
Scroll to the Update CRM section.
Choose what to push (meeting report, deal updates, next steps) and confirm.
Check in your CRM: the meeting report is on the deal, and any stage change you pushed is reflected.
More details and screenshots: How uman automates your sales follow up.
👤 6. Push a contact
Click Opportunity signals in the sidebar and open a signal on your test account.
Click Accept & select stakeholders. The stakeholder suggestions can take a moment to load.
Tick one suggested stakeholder and click Continue.
Pick a campaign, and use Sync with CRM to link or create the contact in your CRM.
Click Push 1 contact.
Check in your CRM: the contact record exists, pre-filled with what uman knows (name, title).
More details and screenshots: Reviewing & acting on opportunities.
🧹 7. Clean up and roll out
Delete your test records in the CRM itself: uman won't do it for you, by design.
If every check passed, your team is good to go: each member connects with their own credentials in Settings > Apps (under Personal), and everything they push is attributed to them.