How to integrate CompanyHub

Created by Igor Galic, Modified on Fri, 19 Aug 2022 at 05:15 PM by Igor Galic




Description

Every industry is different. Different teams have different sales processes. How can a generic CRM meet everyone's needs? So we made CompanyHub to be fully customizable. It easily adapts to your needs without any code. You can organize and prioritize leads. Follow up reminders help you build relations & win more deals. Email automation saves several hours every week. Also, powerful reporting gives you complete visibility in sales.


Entities

 

Source

Target

Send Contacts

Add Contacts

Send Companies

Add Company

Send Deals

Add Deal



Steps

 

Step 1

Either while Creating a Task or in the Integrations menu.

 

Enter the name of the integration in the search bar .

 

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description .

And press next.

 

Step 3.

You will be prompted for the Subdomain and API Key.

 

Step 4.

To obtain your Subdomain and API Key, log in to your CompanyHub Dashboard and on the left side click on "Settings".

 

Click on "Integrations"

 

Under "API Integration" click on "Generate API Key".

 

Type out where you will use it (optional). And click on "Done".

 

You will obtain your Subdomain and API key, Simply copy and paste them to SyncSpider.

 

Click Finish!



CompanyHub is just one of the tools we support!

 

To check the list of the tools and features we support, please click here.

If you don't see your favorite tool on our list, please take the time and send us a request here to create an integration for you OR Up-vote it if it's already on the list :)

 

We develop the integrations based on the requests and up-votes :)

 

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our Chat Widget!

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