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Overview#
The Revamp CRM API provides a suite of tools for managing customer relationships and sales processes. Integrating Revamp CRM with Pipedream allows users to automate actions based on CRM events, sync data between multiple platforms, and create custom workflows to streamline business operations. With Pipedream's serverless platform, you can trigger workflows from Revamp CRM events, perform operations on your CRM data, and connect Revamp CRM with other apps to power up your sales and marketing efforts.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
revamp_crm: {
type: "app",
app: "revamp_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.revampcrm.com/api/1.0/User/WhoAmI`,
auth: {
username: `${this.revamp_crm.$auth.email}`,
password: `${this.revamp_crm.$auth.api_key}`,
},
})
},
})
Example Use Cases#
Automated Contact Syncing: When a new contact is added to Revamp CRM, a Pipedream workflow can automatically sync this contact to a Google Sheets spreadsheet. This is great for sharing client lists with teams who may not have access to the CRM, or for creating backup lists.
Lead Qualification and Routing: Evaluate new leads in Revamp CRM using a Pipedream workflow, which can score leads based on custom criteria. Qualified leads can be routed automatically to the correct sales rep in Slack, ensuring a prompt and organized follow-up.
Task Creation for Follow-ups: Whenever a sales opportunity reaches a certain stage in Revamp CRM, a Pipedream workflow can create a follow-up task in a project management tool like Trello or Asana. This ensures that no opportunity falls through the cracks and that the sales team stays on top of important tasks.
Authentication#
Name Slug: revamp_crmRevamp CRM uses API keys for authentication. When you connect your Revamp CRM account, Pipedream securely stores the keys so you can easily authenticate to Revamp CRM APIs in both code and no-code steps.
To retrieve your API Key,
- Navigate to your Revamp CRM account and sign in
- Click on the Settings menu with the gear icon on the top right
- Go to “Personal” > “API Key”
Revamp CRM requires their users enter their Revamp CRM email in order to connect to their API. For more info, refer to Revamp CRM’s documentation
Trusted by 1,000,000+ developers from startups to Fortune 500 companies