CRM Integrations
RootFi’s crm integrations allow you to pull data directly from your customer’s crm software in real-time.
RootFi is a unified API provider designed to streamline CRM (Customer Relationship Management) integrations. By simplifying the process of connecting to various crm platforms, RootFi helps businesses access and manage their financial data with ease.
The first step in working with RootFi is to connect an integration - this is the crm platform whose data you want to retrieve and manipulate through RootFi’s unified API.
How do I set up and enable CRM Integrations?
Before you can begin pulling data via RootFi, 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 RootFi’s credentials, which are provided in the RootFi 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.