Leads Integration FAQ

Sep 21, 2017 | Publisher: edocr | Category: Technology |  

Leads Integration FAQ How do I integrate my edocr account with CapsuleCRM? To integrate your edocr account with CapsuleCRM, you will need to retrieve your custom CapsuleCRM web address and your "Authentication Token". To retrieve your web address and authentication token: Login to the CapsuleCRM site Access your "Account Settings" page. Under "Account Information", access the "Web address of your account". Under the "My Preferences" tab, obtain your "API Authentication Token" link. (It will be a string of 32 random letters and numbers) You can now use the URL and the Authentication Token to link your edocr account with your CapsuleCRM account. How do I integrate my edocr account with Hubspot? To integrate your edocr account with HubSpot, you will need an API Key. To obtain the API key: Log in to your Hubspot account Click "Generate Key" or "View Key" if you had a previous key generated Copy and paste that key into the Hubspot integration form on your account settings page Click "Connect" How do I integrate my edocr account with Mailigen? To integrate your edocr account with Mailigen, you will need an API Key. To obtain the API: Login to the mailigen website. Hover your mouse over the the "Account" link in the top right corner of the screen and a dropdown menu should appear. Click on the "API Keys" menu item. On the "API Keys" page, you should see a link titled "Add a Key". Click on this link and an API Key will be generated and listed below. Use this value to connect your edocr account with your Mailigen account. How do I integrate my edocr account with Marketo? To integrate your edocr account with Marketo you will need an admin privileged account to create a user with specific role settings for it's API. To retrieve the API: Log into Marketo's login page with your Marketo email and password. Once logged in, click on the Admin cog in the top navigation menu. Create an API Role by clicking on "Users & Roles". Then click on the "Roles" tab. Create a new role, make sure that "API Access" is the only permission ruleset checked. You can set any name you'd like to this role. Click "Invite New User" under the "Users" tab. Place a checkmark on the API role you just created and also place a checkmark on "API Only". You can set any name and email you'd like. Create a Service under the "Launchpoint" tab. Name the service to any name you'd like. Set the Service type to "Custom" in the dropdown. Assign the API user you created in the "API Only User" dropdown. You can now view the Client Secret and Client ID by clicking on "View Details" for the service you just created. Retrieve an Endpoint URL under the "Web Services" navigation item. Ensure that the Client Secret, Client ID, REST Endpoint, and Identity Endpoint all are filled on the Marketo integration form on edocr, then Connect. How do I integrate my edocr account with Nimble? Nimble uses OAuth to authorize the edocr application to act on your behalf with your Nimble account. To obtain the OAuth authorization: Under the "Leads Integration" section of your edocr profile, choose to add Nimble to your edocr account. Click the "Connect" button. You will be redirected to Nimble's OAuth interface. Enter your Nimble email address and password. Confirm that you authorize edocr to access your Nimble account. (You must agree in order for edocr to be able to send lead information to your Nimble account.)

edocr Leads Integration FAQ

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Just re-activated CapsuleCRM integration. Now waiting for few leads

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