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Web Conferencing Integration Workflow

Provide a Matching Feature Set to Address the Growing User’s Expectations

Nowadays the web conferencing services are viewed as either a web events tool and a lead generation engine. Your software supports an easy information gathering about potential customers and their interests. So, integration with CRM becomes the valuable and sought-for feature.

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

Revamp your web conferencing service with the option that drives measurable results and optimize the performance.

Ensure the planned events are prepared and held in time
Scheduled events
Tasks
Collect the new leads right away into CRM
Confirmed invitation
Leads
Exchange the attendees’ data to be on the same page
Attendees
Contacts
Gather leads information for further nurturing
Non-appeared attendees
Cold leads
Add extra data to provide relevant and timely service
During/post event survey
Contact profile updates
Track every business option on both platforms
Event reports
Opportunities

Get Even More

Make use of the practical filter option that is applicable to any fields on any conditions

Check Filters

Check out supported API methods to ensure the smooth CRM integration

Supported Methods

Inspect the code samples to build seamless web conferencing integration

Code Samples

Save your time and power up your business software with Data2CRM.API today! 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.