CRM Integrations

Connect Hablr with your Customer Relationship Management system to sync contacts, track interactions, and automate workflows. We support major CRM platforms and custom integrations via webhooks.

Before setting up a CRM integration, ensure you have the following:

• ✓A Hablr account with admin or coordinator role
• ✓API access enabled on your CRM platform
• ✓CRM API credentials (Client ID, Client Secret, or API Key)
• ✓Webhook endpoint URL (for real-time sync)

Follow these steps to configure your CRM integration:

1. Navigate to Integrations

   Go to Settings → Integrations in your Hablr dashboard.

2. Select your CRM platform

   Choose from Salesforce, HubSpot, or Custom CRM.

3. Enter API credentials

   Provide your CRM API key or OAuth credentials.

4. Configure field mapping

   Map Hablr fields to your CRM fields for accurate data sync.

5. Set sync preferences

   Choose sync direction (one-way or bi-directional) and frequency.

6. Test the connection

   Use the test button to verify the integration is working.

{
  "webhook_url": "https://your-crm.com/api/webhooks/hablr",
  "events": [
    "contact.created",
    "contact.updated",
    "interaction.completed",
    "workflow.triggered"
  ],
  "secret": "your-webhook-secret",
  "retry_policy": {
    "max_attempts": 3,
    "backoff_multiplier": 2
  }
}

// Environment variables required
SALESFORCE_CLIENT_ID=your_client_id
SALESFORCE_CLIENT_SECRET=your_client_secret
SALESFORCE_REDIRECT_URI=https://hablr.co/api/integrations/salesforce/callback
SALESFORCE_INSTANCE_URL=https://your-instance.salesforce.com

// Token exchange endpoint
POST https://login.salesforce.com/services/oauth2/token
Content-Type: application/x-www-form-urlencoded

grant_type=authorization_code
&code={authorization_code}
&client_id={SALESFORCE_CLIENT_ID}
&client_secret={SALESFORCE_CLIENT_SECRET}
&redirect_uri={SALESFORCE_REDIRECT_URI}

Common issues and their solutions: