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Data2CRM.API Integration Basics

Data2CRM.API is a web-based service that provides a unified programming interface to integrate with multiple CRM platforms. It allows to connect with 14 solutions and retrieve necessary system data for further processing. The list of supported platforms includes such industry leaders as Salesforce, Zoho, SugarCRM, Insightly, Highrise and others.

One of the major benefits of the service is that it allows to avoid the development of separate integration methods for each desired platform. Instead, you get a chance to connect various business apps with all supported CRM solutions at once.

The API itself is accessed over HTTPS protocol and is accessible to authenticated users only. Due to the fact that it is mostly based on RESTful principles, it can be easily used from different programming environments.

Working with Data2CRM.API is quite simple. Once you add the desired platforms to your CRM List, you can perform various manipulations with leads, contacts, accounts, opportunities, etc. Let’s take a closer look at the available operations.

How to Add a CRM Into the System

There are two ways to add a CRM into the Data2CRM.API system - through our Developers’ Portal or with the help of the custom solution through the API.

To add the CRM through the Developers’ Portal you would need to perform the following steps:

  1. Sign in to Data2CRM.API portal at https://app.api2crm.com/ using your email and password
  2. Go to the “CRMs” tab on the top menu.
  3. Go to CRM list

  4. On the CRMs page press the “Add CRM” button. Later, you will also be able to see the list of all added CRMs on this page.
  5. Once you press the “Add CRM” button, the drop down will appear. Choose the desired CRM type from the list and enter the necessary access credentials. To learn more about the required access parameters for different CRMs, please read this section of our FAQs.
  6. After you enter all the necessary credentials press “Submit”. The new platform will be added to the list of your CRMs.
  7. add_crm

If you want all of your clients’ new CRMs to be added automatically via an API, you can create a custom feature for that using the CRM Add New Method.

How to Work With Accounts

Data2CRM.API allows to add, update, delete and retrieve information about the accounts in the connected CRMs.

To add a new account, provide all the necessary parameters and use Account Add New method.

{
  "type": "personal",
  "name": "Bill Wall",
  "owner": "Nicky McCartney",
  "website": "https://google.com/",
  "website_alt": "https://google.com/",
  "tickersymbol": "%",
  "employees": "280",
  "ownership": "Public",
  "industry": "Electronics",
  "phone": "(817) 569-8900",
  "fax": "+49 9131 85 28732",
  "email": "bill.wall@mail.com",
  "billing_street": "P.O. Box 300, 2698 Ultricies Road",
  "billing_city": "Brandenburg",
  "billing_state": "NY",
  "billing_zip": 472112,
  "billing_country": "USA",
  "shipping_street": "P.O. Box 300, 2698 Ultricies Road",
  "shipping_city": "Brandenburg",
  "shipping_state": "NY",
  "shipping_zip": 472112,
  "shipping_country": "USA",
  "address_type": "Billing",
  "description": "Some long description about account",
  "annual_revenue": 123.11,
  "sic_code": 2860,
  "rating": "Active",
  "account_category": "Category",
  "owner_id": "21312411",
  "parent_id": "21312411"
}
If you want to find out the number of accounts in the system, use Account Get List Count method.
{
  "id": "Users",
  "embedded": {
    "items_count": 571
  }
}

For more information and additional API methods for accounts, visit the documentation.

How to Work With Leads

Just like with the accounts, you can add, update, delete and retrieve information about the leads.

Let’s now look at the example of how you can update lead information using Data2CRM.API. All you have to do is run the Lead Edit method.

{
  "salutation": "Hello",
  "first_name": "Bill",
  "last_name": "Wall",
  "title": "Bill Wall from Website",
  "do_not_call": "string",
  "department": "Basic",
  "lead_source": "Website",
  "lead_source_description": "Website Application",
  "industry": "Electronics",
  "description": "VIP lead",
  "phone_home": "(817) 569-8900",
  "phone_work": "(817) 569-8900",
  "phone_mobile": "(817) 569-8900",
  "phone_other": "(817) 569-8900",
  "pager": "(817) 569-8900",
  "fax": "+49 9131 85 28732",
  "email_primary": "bill.wall@mail.com",
  "email": "bill.wall@mail.com",
  "website": "https://google.com/",
  "opportunity_amount": 1943.7,
  "refered_by": "Account",
  "company": "Google",
  "opened": "(817) 569-8900",
  "annual_revenue": 129.1,
  "birth_date": "string",
  "date_created": "string",
  "date_updated": "string",
  "street": "P.O. Box 300, 2698 Ultricies Road",
  "city": "Brandenburg",
  "state": "NY",
  "zip_code": 472112,
  "country": "USA",
  "alt_street": "Some alternative street",
  "alt_city": "Some alternative city",
  "alt_state": "Some alternative state",
  "alt_zip_code": 52423,
  "alt_country": "Some alternative country",
  "account_name": "Bill Wall",
  "type": "public",
  "status": "On hold",
  "status_description": "Wait for message",
  "account_id": "21312411",
  "opportunity_id": "21312411",
  "contact_id": "21312411",
  "task_id": "21312411",
  "owner_id": "21312411"
}
Find more API methods for leads in the documentation.

How to Work With Contacts

The operation you can perform with contacts are the same as with accounts and leads. If you would like to get the information about a single contact displayed, call Contact Get One method.

{
  "id": "21312411",
  "embedded": {
    "name": "Bill Wall",
    "description": "VIP client",
    "salutation": "Hi",
    "first_name": "Bill",
    "last_name": "Wall",
    "full_name": "Bill Wall",
    "title": "Title",
    "date_created": "string",
    "date_updated": "string",
    "department": "Basic",
    "phone_home": "(817) 569-8900",
    "phone_mobile": "(817) 569-8900",
    "phone_work": "(820) 169-2900",
    "fax": "+49 9131 85 28732",
    "email": "bill.wall@mail.com",
    "email_alt": "bill.wall.alt@mail.com",
    "address_street": "P.O. Box 300, 2698 Ultricies Road",
    "address_city": "Brandenburg",
    "address_state": "NY",
    "address_zip": 472112,
    "address_country": "USA",
    "alternate_address_street": "P.O. Box 300, 2698 Ultricies Road",
    "alternate_address_city": "Brandenburg",
    "alternate_address_state": "NY",
    "alternate_address_zip": 472112,
    "alternate_address_country": "USA",
    "lead_source": "Website",
    "account_name": "Bill Wall",
    "do_not_call": "string",
    "sync_to_outlook": "string",
    "type": "personal",
    "report_to_id": "21312411"
  },
  "relation": {
    "owner_id": "21312411",
    "account_id": "21312411"
  }
} 

Additional Remarks

Above we have looked at how to add update and retrieve information via Data2CRM.API on the examples of account, lead and contact entities. Other supported entities include opportunities, tasks, users, notes and attachments. The full list of API methods for those entities can be found here.

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