Welcome to the CRM Integration plugin documentation! 🌐 This guide will help you understand how to seamlessly connect your application with CRM systems. If you're looking for broader CRM plugin overview, check out /Documentation/en/Plugins/CRM/Overview.

Key Features 📋

  • Multi-platform Support
    Integrates with popular CRMs like Salesforce, HubSpot, and Zoho.
    CRM_Integration
  • Real-time Data Sync
    Synchronize customer data, interactions, and lead information automatically.
  • Customizable Workflows
    Set up automation rules to align with your business processes.
  • API-Driven Architecture
    Leverage RESTful APIs for flexible integration options.

Getting Started 🚀

  1. Install the Plugin
    Follow the installation instructions in /Documentation/en/Plugins/CRM/Setup.
  2. Configure CRM Settings
    Enter your CRM credentials and select integration type.
  3. Test Connectivity
    Use the built-in test tool to verify API communication.

Best Practices 💡

  • Always enable SSL encryption for secure data transfer.
  • Regularly audit integration logs for troubleshooting.
  • Use webhooks for event-driven updates.

For advanced configuration options, explore /Documentation/en/Plugins/CRM/Advanced. Let me know if you need further assistance! 🤝