How to Connect KeepinCRM as Data Destination
The integration will allow you to create new agreements, tasks, create/update clients/leads, as well as update an agreements in KeepinCRM based on data from other systems. For example, you can transfer agreements from your website, landing page or Google Sheets to KeepinCRM and process them in one place. So you can automate the data processing process as efficiently as possible using the different services that you use.
Let's go through the entire KeepinCRM setup steps together!
Navigation:
1. What will integration with KeepinCRM do?
2. How to connect your KeepinCRM account to ApiX-Drive?
3. How to set up data transfer to KeepinCRM in the selected action?
4. An example of the data that will be sent to your KeepinCRM.
5. Auto-update and communication interval.
Once you've set up a Data Source system, such as Google Sheets, you can set up KeepinCRM as a Data Destination.
To do this, click "Start Configuring Data Destination".
Select the system as Data Destination. In this case, you must specify KeepinCRM.
Next, you need to specify the action, for example, "Create AGREEMENT".
- Create AGREEMENT - a new agreement will be created in your KeepinCRM account.
- Create/Update CLIENT/LEAD - a client/lead will be created/updated in your KeepinCRM account.
- Create TASK - a new task will be created in your KeepinCRM account.
- Update AGREEMENT - the agreement will be updated in your KeepinCRM account. The system, based on the data from the Data Source block, will update the agreement.
The next step is to select the KeepinCRM account in which the agreement will be created.
If there are no accounts connected to the ApiX-Drive system, click "Connect account".
Next, you need to enter the API Key to connect to your KeepinCRM personal account.
Go to your account settings in the Company profile - API section, copy your API key and paste it into the appropriate field in your ApiX-Drive account.
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Select the required data that is in the Google Sheets cells, click on the parameter and it will be assigned to the selected KeepinCRM field. By selecting variables, you will be able to see what data is in the Google Sheets fields.
Please note that you can use not only Google Sheets variables, but also manually entered data.
Click "Edit and Continue" when you're done with assigning fields.
Now you can see the test data.
If you want to send test data to KeepinCRM in agreement to check if the setup is correct, click "Submit test data to KeepinCRM" and go to your KeepinCRM to check the result.
If you want to change the settings - click "Edit" and you will go back one step.
If everything suits you, click "Next".
This completes the Data Destination setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable auto-update".
On the main screen, click on the gear icon to select the required update interval or set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to be triggered, or add several options at once when you need the connection to be triggered.
Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To force the connection, click on the arrow icon.
This completes setup KeepinCRM as a Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!