CRM
Connect a client's CRM so conversations and contacts stay in sync from one catalog
Connect a client's CRM and customer conversations, contacts, and orders stay in sync with their sales pipeline — all from the single Integrations catalog, no separate CRM page or field-mapping screen.
Connect
- Open Integrations and find the CRM under Add a CRM.
- Click Connect — a modal asks only for that CRM's credentials.
- Enter them and click Connect.
The CRM moves to My integrations as a read-only card showing its Account Information (e.g. API endpoint, connect date). Use the card's kebab menu to Edit credentials or Disconnect.
Credential fields
The modal collects authentication only — fields depend on the CRM.
| CRM | Fields the modal asks for | What it's for |
|---|---|---|
| KeyCRM | API key | Ukrainian CRM for sales and orders |
| NetHunt | Email + API key | Gmail-based CRM for contacts and deals |
| Odoo | Instance URL + Database + Login + Password | Open-source ERP/CRM |
| SalesDrive | API key + Domain (subdomain only) | Sales management platform |
| Shopify | OAuth (store app set up by Happ) | E-commerce platform: orders, draft orders, catalog |
| WooCommerce | Key approval on your store | E-commerce on WordPress: orders, catalog |
| HubSpot | Service Key | Sales CRM: contacts, deals, call notes |
| Pipedrive | Personal API token | Sales CRM: persons, deals, call notes |
| Kommo | Account address + long-lived token | Sales CRM (amoCRM): contacts, leads, call notes |
| Sitniks | API key (then a webhook URL from Happ) | Ukrainian CRM for online stores |
| Uspacy | Webhook URL from Uspacy | Ukrainian CRM and business workspace |
| RO App | API key | CRM for repair and service centres |
| KeepinCRM | API key + account address | CRM for small sales teams |
| Creatio | Site URL + Client ID + Client Secret | Low-code CRM and process automation |
| Zoho CRM | OAuth (admin approves access) | Sales CRM: contacts, leads, deals |
| Ministerstvo Remontu (MRCRM) | API key | CRM for repair services |
| OneBox | Box URL + Login + REST API password | CRM/ERP for sales and orders |
| LP-CRM | Subdomain + read key + write key | CRM for lead-generation stores |
| CleverStaff | Account alias | Recruiting CRM: candidates and vacancies |
| Lakmus | Address + API key | Medical information system for clinics: online booking to specialists |
Setup guides
Step-by-step guides — where to find the keys in each CRM, what the settings do, common errors, and how to disconnect.
- KeyCRM
- NetHunt
- Odoo
- SalesDrive
- Shopify
- WooCommerce
- HubSpot
- Pipedrive
- Kommo
- Lakmus
- Sitniks
- Uspacy
- RO App
- KeepinCRM
- Creatio
- Zoho CRM
- Ministerstvo Remontu
- OneBox
- LP-CRM
- CleverStaff
How sync works
CRM integrations pair with assistant tools. Webhook-based tools call the CRM's API to look up or create contacts, log interactions, and trigger actions (bookings, deal-stage updates, workflows) mid-conversation.
Next
- Tools — call the CRM during conversations
- Knowledge — give the assistant CRM context
- Integrations — the full catalog
Help me solve it
Happ answers right away and hands over to a manager when needed.