Integrations
The B2B CRM application includes integrations that you can activate if required, and the functionality to create custom integrations for data fetching from external systems.
B2B CRM-Ainergy Integration
The B2B CRM-Ainergy integration allows you to:
- use Ainergy widgets on the Lead (crm_lead) form;
- automatically generate data when working with content and customer pains.
Read the article to find detailed information on the integrations' capabilities and configuration.
Integrations for Data Fetching
The article contains a guide on the configuration of custom integrations for fetching data from external services and completing the fields of the B2B CRM records with the data received.
You can also learn about the DaData integrations developed with the use of this feature. These integrations automatically complete the Customer Company (crm_customer_company) form fields with the data received from the DaData service.