CRM API and external integrations
Purpose
Configure the module integration with a defined destination and owner, keeping private keys private.
Before you start
Step by step
- 1
Open the CRM API area with management permission.
- 2
Create the integration by entering name, pipeline, stage and default owner.
- 3
Use the test/sandbox option offered before sending real data.
- 4
Store the generated key in a safe place and use the area's own documentation to configure the external system.
- 5
Review field mapping, permissions and the integration's security options.
- 6
Check the Logs and the record created in the expected pipeline.
- 7
If needed, regenerate/revoke the key with the integration action; do not publish keys on pages or in conversations.
- 8
Do not assume a global webhooks screen with universal HMAC/retry: follow the integration actually available in the module.
Available controls depend on your user permissions and organization settings. If an option is missing, ask the administrator to check your module access.