Create custom CRM integration
To get started, head to Ultimate’s page to create an account or contact sales. Having access to an account will be required to follow the rest of the article. In order to make the bot production ready, you will need to properly train the model.
Create Custom CRM
- Log in to Ultimate’s dashboard
- Click on the Custom CRM in the sidebar menu
Sidebar Menu - Click on the Create custom CRM button
Custom CRMs Page - Fill in the name of the Integration and choose an organization
Custom CRMs Page - The new added custom CRM will be added to the custom CRMs list
Custom CRMs Page
Once the integration is created, you can start filling in the technical information of the integration.
Configure Custom CRM
Below, you have the option to personalize your settings and efficiently set up your custom CRM integration by defining the necessary webhooks.
Webhooks
In the image above, you can see two fields: Webhook URL and Actions Webhook URL. It’s essential for you to define your webhook URLs in the designated two fields. You have the flexibility to use the same URL for both or different ones, depending on how you choose to implement the webhooks on your side. You can read more about the Webhooks and Actions webhook sections.
You can also generate a webhook secret that will be use to generate a signature and add it to the headers of the webhook requests. This signature can be used to verify the authenticity of the webhook requests.
Custom Headers
You can add custom headers to the webhook requests. This can be useful if you need to authenticate the requests or add any other custom fields to the headers.
You can add actions to the custom CRM
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Click on the Action in the sidebar menu
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Click on the Create Action button
Actions -
You can fill the action name, description and add poarameters to the action that we don’t need to define by turning on the Allow adding extra parameters toggle.
Actions -
You can edit or update the action
Actions
