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Rex

How to connect your Rex account with Sonar to sync your CRM data

Updated today

Click the 🔽 below to see information based on whether you’re accessing Sonar in a web browser or through Sonar’s mobile app.

Web browser 💻

1. From the sidebar, open Office settings.

2. Go to Integrations.

3. Select Rex under CRM.

4. Click Connect.

5. Enter your Rex account credentials, then click Connect to complete the process.

iOS/Android mobile app📱

1. Open the Office tab at the bottom of the screen.

2. Go to Integrations.

3. Select Rex under CRM.

4. Tap Connect.

5. Enter your Rex account credentials, then tap Connect to complete the process.

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