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Integrations
Articles on connecting Naffes CRM to other tools: turning integrations on, setting them up and fixing sync issues, step by step.
6 pages · Last updated
- Connect Google or Microsoft 365 for email and calendar syncConnect a Google or Microsoft 365 account to Naffes CRM for two-way calendar sync, and add Google Meet or Teams links to meetings automatically.
- Connect your own OpenAI or Anthropic API keyAdd your company's OpenAI or Anthropic API key in the Marketplace, see exactly which AI helpers use it, and fix model and test errors.
- Create and revoke a personal API tokenCreate an access token for the Naffes CRM REST API, send it as a Bearer header, revoke it when done, and work around the token-display known issue.
- Sync deals and contacts with HubSpotConnect HubSpot to Naffes CRM with a private app token, pull contacts and deals 50 at a time, and push deals on demand and on every stage change.
- Create an outgoing webhook for contact, company or deal eventsSend contact, company and deal events from Naffes CRM to your own HTTPS endpoint, HMAC-signed and retried automatically up to 7 times.
- Send deal stage changes to a Slack channelA setup checklist for Slack in Naffes CRM: the chat:write scope, inviting the bot, testing the connection, and fixing not_in_channel or channel_not_found.