Salesforce CRM and KeyCRM Integration | How to upload new leads from Salesforce CRM to KeyCRM

Опубликовано: 04 Март 2025
на канале: APiX-Drive

How to upload new leads from Salesforce CRM to KeyCRM? Integrate Salesforce CRM and KeyCRM with ApiX-Drive: https://apix-drive.com

ApiX-Drive is a no-code service for automating business processes without developers. Connect over 350 apps in 5 minutes. Fast and easy.

In this video tutorial we will learn:
✓ How to link Salesforce CRM and KeyCRM
✓ How to add a line from Salesforce CRM to Key CRM
✓ How to independently use no-code services to automate business processes without developers

【Video navigation】
0:00 - Introduction
0:35 - Set up Salesforce CRM as a data source
2:22 - Setting up KeyCRM as a data sink
5:46 - Setting up auto-update

➤ Steps to connect Salesforce CRM and KeyCRM
1. Link your Salesforce CRM and KeyCRM account to ApiX-Drive.
2. Select Salesforce CRM as the data source application and "Upload New Leads" as the action.
3. Select KeyCRM as the data retrieval application and "Add Row" as the action.
4 Map the Salesforce CRM fields to the corresponding fields in KeyCRM.
5. Turn on auto-update of your integration.

➤ Read about other ApiX-Drive integrations here - https://apix-drive.com/en/blog
➤ More videos in the playlist - • How to
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#SalesforceCRM #SalesforceIntegration #SalesforceCRMIntegration #CRM #KeyCRMApi #KeyCRMIntegration #apixdrive