CRM System Integration
Connect Ignitionary with Salesforce, HubSpot, Pipedrive, Zoho, and other CRM platforms
Why Integrate with Your CRM?
Streamline sales processes from lead to closed deal
Lead Qualification
Capture configuration interest and automatically qualify leads based on product complexity and value.
Opportunity Tracking
Convert configurations into opportunities with accurate pricing and detailed product specifications.
Automated Follow-up
Trigger targeted email campaigns based on configuration behavior and abandoned configurations.
Sales Analytics
Track conversion rates, popular configurations, and revenue attribution from configurator to close.
Supported CRM Platforms
Deep integrations with leading CRM systems
Salesforce
Sales Cloud, Service Cloud, CPQ
- • REST API & SOAP integration
- • Custom objects & fields
- • Workflow automation
- • Lightning components
HubSpot
Marketing, Sales, Service Hub
- • CRM API integration
- • Deal & contact sync
- • Email automation
- • Custom properties
Pipedrive
Sales CRM & Pipeline Management
- • REST API integration
- • Deal creation
- • Activity tracking
- • Custom fields
Microsoft Dynamics CRM
Dynamics 365 Customer Engagement
- • Web API integration
- • Custom entities
- • Power Automate
- • Business process flows
Zoho CRM
Zoho CRM, Zoho One Suite
- • REST API v2 integration
- • Custom modules & fields
- • Workflow automation
- • Blueprint processes
CRM API Endpoints
Key integration points for CRM connectivity
Lead & Contact Management
Opportunity & Deal Management
Marketing Automation
Authentication Requirements
- OAuth 2.0 authorization code flow
- CRM system API permissions
- Webhook endpoints for real-time sync
- Rate limiting compliance
Implementation Examples
Sample code for common CRM integration scenarios
Salesforce Opportunity Creation
// Create opportunity in Salesforce from configuration async function createSalesforceOpportunity(configData) { const opportunityData = { Name: `Configuration - ${configData.productName}`, AccountId: configData.accountId, Amount: configData.totalPrice, StageName: 'Qualification', CloseDate: new Date(Date.now() + 30 * 24 * 60 * 60 * 1000), Configuration_Data__c: JSON.stringify(configData.options) }; const response = await fetch(`${SF_API_BASE}/sobjects/Opportunity`, { method: 'POST', headers: { 'Authorization': `Bearer ${accessToken}`, 'Content-Type': 'application/json' }, body: JSON.stringify(opportunityData) }); return await response.json(); }
HubSpot Deal & Contact Update
// Update HubSpot contact and create deal async function updateHubSpotContact(email, configData) { // Update contact with configuration interest const contactUpdate = { properties: { last_configuration_date: new Date().toISOString(), interested_products: configData.productCategories.join('; '), configuration_value: configData.totalPrice } }; await fetch(`${HUBSPOT_API_BASE}/contacts/v1/contact/email/${email}/profile`, { method: 'POST', headers: { 'Authorization': `Bearer ${hubspotToken}`, 'Content-Type': 'application/json' }, body: JSON.stringify(contactUpdate) }); // Create deal if configuration value exceeds threshold if (configData.totalPrice > 10000) { const dealData = { properties: [ { name: 'dealname', value: `Configuration Deal - ${configData.productName}` }, { name: 'amount', value: configData.totalPrice }, { name: 'dealstage', value: 'qualifiedtobuy' } ] }; return await fetch(`${HUBSPOT_API_BASE}/deals/v1/deal`, { method: 'POST', headers: { 'Authorization': `Bearer ${hubspotToken}`, 'Content-Type': 'application/json' }, body: JSON.stringify(dealData) }); } }
Pipedrive Lead Qualification
// Qualify and score leads in Pipedrive async function qualifyPipedriveLead(configData) { // Calculate lead score based on configuration let leadScore = 0; if (configData.totalPrice > 50000) leadScore += 50; if (configData.complexity === 'high') leadScore += 30; if (configData.timeSpent > 600) leadScore += 20; // 10 minutes+ const dealData = { title: `${configData.companyName} - Configuration Lead`, value: configData.totalPrice, currency: 'USD', pipeline_id: 1, stage_id: leadScore > 50 ? 2 : 1, // Qualified vs Unqualified custom_fields: { lead_score: leadScore, configuration_data: JSON.stringify(configData), source: 'Product Configurator' } }; const response = await fetch(`${PIPEDRIVE_API_BASE}/deals`, { method: 'POST', headers: { 'Authorization': `Bearer ${pipedriveToken}`, 'Content-Type': 'application/json' }, body: JSON.stringify(dealData) }); return await response.json(); }
Zoho CRM Deal Creation
// Create deal in Zoho CRM with configuration data async function createZohoDeal(configData) { // Calculate deal priority based on configuration value const priority = configData.totalPrice > 25000 ? 'High' : configData.totalPrice > 10000 ? 'Medium' : 'Low'; const dealData = { data: [{ Deal_Name: `${configData.companyName} - Configuration Deal`, Amount: configData.totalPrice, Stage: 'Qualification', Closing_Date: new Date(Date.now() + 30 * 24 * 60 * 60 * 1000).toISOString().split('T')[0], Priority: priority, Lead_Source: 'Product Configurator', Product_Configuration: JSON.stringify(configData.options), Configuration_Value: configData.totalPrice, Time_Spent_Configuring: configData.timeSpent }] }; const response = await fetch(`${ZOHO_API_BASE}/crm/v2/Deals`, { method: 'POST', headers: { 'Authorization': `Zoho-oauthtoken ${zohoAccessToken}`, 'Content-Type': 'application/json' }, body: JSON.stringify(dealData) }); const result = await response.json(); // Create follow-up activity if high priority if (priority === 'High' && result.data && result.data[0].details.id) { const activityData = { data: [{ Subject: 'Follow up on high-value configuration', Activity_Type_Id: 'Call', Due_Date: new Date(Date.now() + 24 * 60 * 60 * 1000).toISOString().split('T')[0], What_Id: result.data[0].details.id }] }; await fetch(`${ZOHO_API_BASE}/crm/v2/Tasks`, { method: 'POST', headers: { 'Authorization': `Zoho-oauthtoken ${zohoAccessToken}`, 'Content-Type': 'application/json' }, body: JSON.stringify(activityData) }); } return result; }
CRM Workflow Examples
Common automation scenarios
Configuration Started
User begins product configuration → Create lead record with source tracking
Engagement Tracking
Track time spent, options explored → Update lead score and engagement metrics
Configuration Completed
User completes configuration → Create opportunity with detailed product specs
Follow-up Automation
Trigger email sequences, assign to sales rep, schedule follow-up tasks
Ready to Connect Your CRM?
Streamline your sales process with automated configuration-to-deal workflows