Integrating Salespanel with your custom CRM can streamline your sales process and improve efficiency. In this guide, we'll discuss the different methods for connecting Salespanel with your custom CRM, including webhooks, API integration, and polling techniques. Let's dive in!
The most popular and sensible method for connecting Salespanel to your custom CRM is through webhooks. This method allows you to create integrations based on real-time, push-based techniques. To implement this method, follow these steps:
a. Create webhooks from your Salespanel account and send them to your custom CRM's endpoint.
b. Make sure your CRM is capable of receiving webhook payloads and processing the data within them.
c. Convert the payload data into objects like contacts and streams of activities.
By using webhooks, Salespanel can provide more events and triggers, making the integration process more open, scalable, and efficient.
- API Integration with polling:
Another way to connect Salespanel with your custom CRM is through API integration. This method allows you to create integrations based on pull-based techniques.
This method requires you to:
a. Regularly check the list of leads and their activities in Salespanel (e.g., every 15 minutes). Use these data endpoints: https://salespanel.io/docs/#introduction
b. Update your CRM with the retrieved information.
We hope the information was helpful. Please ping us to discuss your specific case.