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CRM Connectors

CRM Connectors enable seamless integration with popular Customer Relationship Management platforms, allowing data extraction and synchronization.

1.1 Salesforce

Salesforce Configuration

1.1.1 Input Configuration

  • Salesforce Username: Account username
  • Salesforce Password: Account password
  • Salesforce Security Token: Authentication token
  • SOQL Queries: Salesforce Object Query Language statements

1.2 Microsoft Dynamics

Microsoft Dynamics Configuration

1.2.1 Input Configuration

  • Tenant ID: Azure AD tenant identifier
  • Client ID: Application client ID
  • Client Secret: Application secret key
  • Dataverse URL: Environment URL
  • Query Endpoint: API endpoint for queries

Note: Ensure proper authentication credentials and API permissions are configured in your CRM platforms before using these connectors.