# CRM

Connect a client's CRM so conversations and contacts stay in sync from one catalog

> Full REST + WebSocket API reference: https://api.happ.tools/reference

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.

<CrmPageDemo />

## Connect [#connect]

1. Open **Integrations** and find the CRM under **Add a CRM**.
2. Click **Connect** — a modal asks only for that CRM's credentials.
3. 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 [#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                    |
| Bookon     | API key                                    | Booking and scheduling                       |
| SmartCRM   | API key                                    | CRM for small and medium businesses          |
| Altegio    | API key                                    | CRM for service businesses (salons, clinics) |

## Setup guides [#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](/docs/integrations/crm/keycrm)
* [NetHunt](/docs/integrations/crm/nethunt)
* [Odoo](/docs/integrations/crm/odoo)
* [SalesDrive](/docs/integrations/crm/salesdrive)

**Sitniks** — the integration is in development. [Leave your email](https://happ.tools/integrations/crm/sitniks) and we'll let you know the moment it goes live.

## How sync works [#how-sync-works]

CRM integrations pair with assistant [tools](/docs/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.

**API:** [api.happ.tools/reference](https://api.happ.tools/reference)

## Next [#next]

* [Tools](/docs/tools) — call the CRM during conversations
* [Knowledge](/docs/knowledge) — give the assistant CRM context
* [Integrations](/docs/integrations) — the full catalog