CRM software with API integration frequently offer a wide range of integrations, assisting users in creating workflows to coordinate tasks between several platforms. However, occasionally the use case that you as a user have in mind does not fit the available connectors. Deeper extensibility from a CRM API can help you use the entire system of record for customer data. As a result, integrating with a CRM API can be the ideal choice for developing new workflows. See more on ngcloudy.com
CRM software with API integration: Advantages of a CRM API
There are a variety of reasons why a developer could choose to use a CRM API instead of a UI or an existing interface. With access to the API, developers may connect the CRM to other systems, export useful information to sales teams, or create brand-new event-driven workflows. Here are a few advantages:
- CRM software with API integration- Time-saving tip: Calling a CRM API can help you automate numerous manual processes, such as finding customer data or generating reports.
- CRM software with API integration- Utilize customer data: Developers with access to an API might export useful CRM data, such as client email addresses, and put it into an event-driven flow to alert customers. Customers may be happier and the product may become more enduring as a result.For the benefit of the sales department, let them know that developers can export useful sales data from CRM APIs, which will aid product managers in visualizing crucial success indicators. A process like this may start right away with an event-driven workflow.
- CRM software with API integration- Add other environments to the mix: APIs are not client-specific. A company might thus integrate CRM data into any particular environment by using a RESTful API. Local platforms, corporate intranets, or other interfaces might be included in this.
Aggregation: Depending on the CRMs utilized by your clients, if you’re developing a SaaS product yourself, you’ll wish to integrate numerous CRM APIs.
5 Types Of CRM Software With API Integration
1. CRM software with API integration: CRM API for Salesforce
The most widely used CRM software in the world is probably Salesforce. With all business products that may be smoothly integrated, it offers a complete company environment. You can manage leads, client interaction, workflow rules, automation, and many other features with the help of the included mobile application.
In this situation, the API offers a huge variety of operations and is quite adaptable. Both REST and SOAP are supported. The REST API can be used for nearly anything, but the SOAP API can only be used for searches. Although there are many more add-ons accessible through the Salesforce AppExchange, Salesforce only advertises ten connectors with services like Gmail, MailChimp, and Dropbox.
2. CRM software with API integration: API for Zoho CRM
Zoho CRM is a capable CRM program that can meet a variety of business demands. Any third-party program can be integrated with the REST API that comes with this CRM. Being a significant CRM player, the API provides many capabilities including organization administration, role management, user management, records, and other functions.
One of the best things about Zoho is that it offers a free developer account that you can use to experiment with the service’s features, design your own applications, and learn how to connect the Zoho API. For languages like PHP, NodeJS, Python, and others, this CRM API also provides an SDK.
3. CRM software with API integration: Google CRM API
For your company’s requirements, HubSpot CRM is a good option. The CRM is easy to combine with other HubSpot products and has a respectable user interface. The CRM employs a freemium model, which refers to software that is free to use but has a paid add-on to expand its functionality.
Numerous features, including contact management, company administration, lead management, tickets, product management, and the ability to create custom objects, are included with the HubSpot CRM API. Calls can also be placed using a JS SDK.
4. CRM software with API integration: CRM Copper API
The G Suite environment is closely tied to Copper CRM (formerly ProsperWorks CRM). Small to medium-sized organizations are the most suitable users of the CRM. It has a 14-day free trial period and doesn’t require credit card information to sign up. Due to its perfect integration with the G Suite and related apps, it is frequently referred to as Google’s recommended CRM.
The API for this CRM is similarly simple to use, especially since a Postman collection is provided to try it out quickly. You are able to handle leads, businesses, tasks, activities, etc. You can look at the SDKs here. There are SDKs available for several languages. Popular programs like Slack, Hubspot, MailChimp, etc. can be integrated with Copper CRM. The list of integrations is available for viewing.
5. CRM software with API integration: API for Close.io
Another excellent CRM, particularly for new businesses, is Close. Close CRM was established in 2013 and offers features including segmentation, email marketing, marketing automation, and calendar reminders. This CRM’s user interface (UI) is quite similar to AdminLTE’s, however it has more functionality.
All of the standard CRM’s functionalities are included in this CRM’s API. Additionally, mass emails, reporting, managing memberships, etc. are supported. You can use the official Python client provided by Close CRM to use the API. You can also find various unapproved clients on the same Git page. More than 80 applications, including Zoom, Slack, Gmail, and Zapier, can be integrated with the CRM.
A free developer account is available on several of the CRM systems discussed for experimenting with the APIs. In general, CRMs can be quite helpful to your business, enabling you to expand your clientele and manage customer interactions successfully. CRMs may seamlessly integrate into your ecosystem with additional API access.