Set up Trbo Integration

Before you begin, you will need the following:

• Your TRBO client ID

• Your TRBO master API key

If you do not have this information, please contact your Trbo Customer Success manager to obtain them.

Configure Trbo Integration in CrossEngage

• In the CrossEngage app, navigate to Settings > Integrations.

• Click the Add new integration button in the top right corner of the page.

• Search for Trbo and click on the 'Set up' button.

• Give your integration a meaningful name.

• Use the "Client ID" and "API key" you've prepared in the form.

• Click on Connect.

• Upon entering a correct ID & API key, you will be prompted to select "User Identifier". The "User Identifier" is any unique ID used to identify users in both TRBO and CrossEngage. Please ensure that you select the correct ID. If you are unsure about this, do not hesitate to contact us anytime.

• Click Apply.