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Update your profile and integrations

Your name, signature details, timezone, connected tools and data export.

6 steps about 1 min captured 2026-10-17 Artra
1

Click "Settings" at the bottom of the sidebar.

Step 1: Click "Settings" at the bottom of the sidebar.
2

Fill in your name, organization, phone and Calendly link — merge fields and signatures use these.

Step 2: Fill in your name, organization, phone and Calendly link — merge fields and signatures use these.
3

Set your timezone so sends and calls land during the recipient's working hours.

Step 3: Set your timezone so sends and calls land during the recipient's working hours.
4

Click "Save changes".

Step 4: Click "Save changes".
5

Under Connected accounts, flip on Salesforce or HubSpot for two-way CRM sync, and Calendly / Google / Outlook for calendars.

Step 5: Under Connected accounts, flip on Salesforce or HubSpot for two-way CRM sync, and Calendly / Google / Outlook for calendars.
6

"Export My Data" downloads everything Artra holds about you.

Step 6: "Export My Data" downloads everything Artra holds about you.
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