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From your dashboard, open Settings → Integrations and choose your CRM. You'll be redirected to authorize Validova through your CRM's own login — we never see or store your CRM password. Once approved, your contacts and deal fields sync automatically. The full step-by-step lives in the Workflow Audit & installation guide.

Merge tags are placeholders like {{first_name}} or {{deal_amount}} that pull live values from the matched CRM record when an email is sent. Drop a tag anywhere in a template and Validova fills it per-recipient at send time. If a record is missing a value, you can set a fallback so nothing sends blank.

Open Settings → Billing to update your card, download invoices, add or remove seats, or switch plans. Plan changes take effect immediately and are prorated for the rest of the cycle. See Pricing for a full plan comparison, or email us to close your account.

Yes. Every template has a live preview that renders against a real CRM record of your choosing, so you see exactly how merge tags resolve before anything leaves your account. You can also send a test copy to yourself first.

We use bank-grade AES-256 encryption in transit and at rest, and we never retain customer contact details longer than needed to process a send or sync. Full details are on our Security page.