An existing Loopio Project can be connected to a Salesforce Opportunity through a process known as backlinking.
To backlink your Loopio Project to a Salesforce Opportunity:
- Navigate to the Project List page
- Select the Gear Icon for the Project you would like to connect
- Click Link to Salesforce Opportunity
- Paste the URL of the Salesforce Opportunity you would like to link to the Loopio Project
- Click OK
- A confirmation modal will appear, informing you that the connection has been made between the Loopio Project and the Salesforce Opportunity
- You can access the Salesforce Opportunity by selecting the Gear Icon, and clicking Go to Salesforce Opportunity