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Business Dashboard Integration Workflow

Revamp the Platform into a Multi-Faceted Decision Tool

In terms of revenues, costs, cash flow and time management, the business dashboard copes with tons of data and strives for a base for risk mitigation and increase organization agility.

How to integrate

1) Create an account at our Developers’ Portal and

  • provide your organization name,
  • choose a username,
  • provide your email and phone number, and
  • select a password.

Then, choose a plan or run a trial version. You also can sign in with your GitHub account.

2) After submitting the form, you will receive the email with a brief overview of service, your username and link for the account activation.

By clicking the link, you will be directed to the sign in page - where you enter your username and password to log in.

Then, you will see a dashboard and your unique API credentials for authentication and API requests.

3) For the authentication, you need 2 parameters in the header of request.

  • X-API2CRM-USER-KEY defines the client who makes the request. It must be used for all requests sent to Data2CRM.API.
  • X-API2CRM-APPLICATION-KEY defines the application you are going to work with. It must be used for all resources apart from application and platform.

Send a test request to see how the service works. For instance, you want to get a list of CRMs, so send the following API request:

curl -X GET --header 
"Accept: application/json" --header 
"X-API2CRM-USER-KEY: YOUR_API_KEY" "https://api-2445581398133.apicast.io:443/v1/crm"

4) Then define your data mapping - determine how your app’s entities will correspond in supported in CRM entities. See data flow recommendations.

5) To add your CRM, you click on CRMs on the dashboard. Then hit “Add CRM” button and select a type of CRM (i.e. Hubspot, Salesforce, Highrise, etc.) After that, you need to provide the credentials - the required information differs in each CRM platform.

Let’s say you want to add Insightly CRM, so here you need to enter your API key and hit the “Submit” button.

After you will see your unique X-API2CRM-APPLICATION-KEY.

6) Next step is to Install the SDK: you can click “Explore” to see how to use it or hit “Git Repository” to download it. SDK helps you to add/review and delete CRMs, as well as work with entities in CRM platform (i.e. lead, contact, opportunity, task, attachment, etc.)

Before getting down to your CRM integrations, explore our documentation and discover all the functionality of the API service.

Suggested Data Flows

Advance the service competitiveness and offer efficient opportunities to promote data-based decision-making and overall performance.

Synchronize customer data with CRM
Customer database
Contacts
Exchange the updates from business dashboard
Suppliers profiles
Accounts
Round up the records for improved process running
Contractors profiles
Accounts
Collect relevant data in both solutions
Calls
Calls
Ensure timely meetings with records exchange
Meetings
Meetings
Gather details in CRM to facilitate data interpretation
Comments
Notes
Transfer guides to advance the workflows
Instructions
Notes
Check reports to track all the successful actions
Reports
Attachments
Collect files and improve process management
Files
Attachments
Gather data timely to keep the pulse of updates
Orders
Opportunities
Measure the expenses and their efficiency
Budgets
Opportunities
Gather and manage data efficiently within both systems
Deals
Opportunities
Ensure every business option is checked and tracked
Quotes
Opportunities

Get Even More

Use filter option to get data from any fields on any conditions to proceed with data management

Check Filters

Inspect the supported API methods to discover how to generate successful CRM integration

Supported Methods

Employ the code patterns to proceed with the business dashboard integration

Code Samples

Upgrade your platform and offer new agile opportunities with Data2CRM.API! Contact our expert and find out all the details and personal integration roadmap.

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Data2CRM.API representative will contact you at any convenient for you time and offer industry insights, service functionality details and optimal value proposition to meet your goals.