Crm Integrations

Provided by TippyEntertainment

CRM Integrations

Comprehensive webhook integrations for major CRMs with bidirectional sync capabilities.

Supported CRMs

• HubSpot: OAuth 2.0 integration, contact sync, deal creation
• Salesforce: REST API integration, lead sync, opportunity creation
• Pipedrive: API token integration, person/deal sync
• Custom Webhooks: Generic webhook support for other CRMs

Features

• Bidirectional sync (leads in, scores out)
• Field mapping configuration
• OAuth 2.0 flow for HubSpot and Salesforce
• API token auth for Pipedrive
• Webhook receivers for real-time updates
• Rate limiting and retry logic
• Error handling and logging

Setup

HubSpot OAuth

1. Create a HubSpot Developer Account
2. Create a Public App in the Developer Dashboard
3. Add redirect URL: https://yourapp.com/oauth/hubspot/callback
4. Required scopes:
   • crm.objects.contacts.read
   • crm.objects.contacts.write
   • crm.objects.deals.read
   • crm.objects.deals.write

Salesforce OAuth

1. Create a Connected App in Salesforce Setup
2. Enable OAuth with scopes: api, refresh_token, offline_access
3. Add callback URL: https://yourapp.com/oauth/salesforce/callback

Pipedrive API Token

1. Go to Settings > Personal preferences > API
2. Generate API token
3. Store securely

Parameters

• crm: string (required) - CRM type: "hubspot", "salesforce", "pipedrive", or "custom"
• action: string (required) - Action: "sync_leads", "sync_contacts", "create_deal", "update_lead", "get_scores", "configure_webhook"
• data: object (required) - Data payload for the action
• field_mapping: object (optional) - Custom field mapping configuration

Returns

• success: boolean
• synced_count: number - Number of records synced
• errors: array - Any errors encountered
• data: object - Response data from CRM

Usage Examples

Sync Leads from HubSpot

crmIntegrations({
  crm: "hubspot",
  action: "sync_leads",
  data: {
    limit: 100,
    after: "cursor_token"
  }
});

Create Salesforce Opportunity

crmIntegrations({
  crm: "salesforce",
  action: "create_deal",
  data: {
    name: "Enterprise Deal",
    amount: 50000,
    stage: "Proposal",
    lead_id: "00QXXXXXXXXXXXX"
  }
});

Sync Pipedrive Persons

crmIntegrations({
  crm: "pipedrive",
  action: "sync_contacts",
  data: {
    start: 0,
    limit: 100
  }
});

Push Scores to CRM

crmIntegrations({
  crm: "hubspot",
  action: "get_scores",
  data: {
    lead_ids: ["123", "456", "789"],
    scores: {
      "123": 85,
      "456": 92,
      "789": 67
    }
  }
});

Configure Custom Webhook

crmIntegrations({
  crm: "custom",
  action: "configure_webhook",
  data: {
    endpoint: "https://your-crm.com/webhook",
    secret: "webhook_secret",
    events: ["lead.created", "lead.updated", "deal.closed"]
  }
});

Field Mapping

Configure custom field mappings between your system and CRM:

{
  field_mapping: {
    "email": "Email",
    "first_name": "FirstName",
    "last_name": "LastName",
    "company": "Company",
    "phone": "Phone",
    "lead_score": "Lead_Score__c",
    "custom_field": "Custom_Field__c"
  }
}

API Endpoints

HubSpot

• Base URL: https://api.hubapi.com
• Contacts: /crm/v3/objects/contacts
• Deals: /crm/v3/objects/deals
• OAuth: /oauth/v1/token

Salesforce

• Base URL: {instance_url}/services/data/v61.0
• Leads: /sobjects/Lead
• Opportunities: /sobjects/Opportunity
• OAuth: /services/oauth2/token

Pipedrive

• Base URL: https://api.pipedrive.com/v1
• Persons: /persons
• Deals: /deals
• Organizations: /organizations

Error Handling

All integrations include:

• Automatic retry with exponential backoff
• Rate limit handling
• Detailed error logging
• Graceful degradation

Webhook Events

Supported webhook events for bidirectional sync:

• lead.created - New lead created in CRM
• lead.updated - Lead updated in CRM
• deal.created - New deal/opportunity created
• deal.updated - Deal stage changed
• deal.won - Deal closed won
• deal.lost - Deal closed lost

Security

• OAuth tokens stored encrypted
• API tokens never logged
• Webhook signature verification
• HTTPS only
• IP whitelisting support