Connection method
Use Greenbubble HTTP actions, webhooks, and API v2 with the authenticated API of your CRM. Configure the fields, direction, event trigger, and permissions explicitly.
Integration setup
Connect your CRM with your customer conversations
Connect customer context and follow-up with your CRM using configured API and webhook workflows.
API v2 and webhooksConfirm setup requirementsTest before enabling
Choose the connection
Know what the setup requires
An explicit workflow
Map the business event, customer identifiers, message template, and next action. Verify which data your setup sends in each direction.
Permission and reliability
Use the required permissions, protect credentials, respect opt-outs, and test duplicate events and failures. Provider policies still apply.
A small first rollout
Connect, test, then expand
- 01
Choose the event
Identify the contact or business event that should trigger a follow-up.
- 02
Map fields and permissions
Use Greenbubble HTTP actions, webhooks, and API v2 with the authenticated API of your CRM. Configure the fields, direction, event trigger, and permissions explicitly.
- 03
Test both directions you need
Confirm customer matching, duplicate-event handling, and failure behavior. Two-way sync requires both directions to be implemented and tested.
Reviewed 2026-10-10
Before you connect
Is CRM synchronization automatically two-way?
No. Your configured connection determines which fields and events are sent in each direction. Implement and test both directions if your workflow needs them.
Which CRM can I connect?
A CRM with an appropriate authenticated API or automation connector can be connected through configured workflows. Check the setup requirements for your chosen CRM and confirm access to the required APIs.
Your next step
Try one useful your CRM workflow
Start with the event that saves your team the most repetitive work. Confirm the setup with a demo when you need help.