CRM Integrations
Integration Labs’s crm integrations allow you to pull data directly from your customer’s crm software in real-time.
Integration Labs is a unified API provider designed to streamline CRM (Customer Relationship Management) integrations. By simplifying the process of connecting to various crm platforms, Integration Labs helps businesses access and manage their financial data with ease.
The first step in working with Integration Labs is to connect an integration - this is the crm platform whose data you want to retrieve and manipulate through Integration Labs’s unified API.
How do I set up and enable CRM Integrations?
Before you can begin pulling data via Integration Labs, it is recommended to test the integration by signing up with the crm software provider of your choice, such as Hubspot and Pipedrive.
Most platforms require OAuth credentials to enable you to connect to their APIs. To get started quickly you can use Integration Labs’s credentials, which are provided in the Integration Labs dashboard. This enables you to enable an integration with a single toggle.
When moving to production we recommend you get up your own OAuth credentials. We have compiled detailed information on how to get set up with all the platforms we support.