Integrate your CRM

 Integrate your CRM

By using the API, you can integrate your CRM (or external system) to create campaigns, call lists in Sales Intelligence, and retrieve results. It is also possible to load customer profiles in other web-based solutions directly from the customer card in Sales Intelligence. This article provides you with a selection of different features you can use to integrate an external CRM.

• Create an API account
• Use the customer API endpoints to create customers in a call list

• If you want to create projects or customers buckets dynamically. Use the project API.

• Configure a base export in the Admin application

• Download JSON-data via the Base export API

• By importing a reference to the customer profile into the external system and configuring a button, you can easily load the customer profile in that system.