# KeepinCRM

Connect KeepinCRM so the agent finds customers, creates leads or deals and logs calls

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

KeepinCRM is a CRM for small sales teams. Connected, the agent finds the customer by phone, creates a lead or a deal, searches the catalog (optionally with warehouse stock) and logs calls.

## Before you start [#before-you-start]

* **KeepinCRM API key** — **Settings** > **Company profile** > **API**. Only the account owner sees it, and the Extended plan is required ([how to get the key](https://keepincrm.com/api-key)).

## Connect [#connect]

1. **Integrations** > **Add Integration** > **KeepinCRM**.
2. Paste the **API key**, optionally your KeepinCRM address, and click **Connect**.

| Field                  | Value                                                               |
| ---------------------- | ------------------------------------------------------------------- |
| API key                | The key from **Settings** > **Company profile** > **API**           |
| Your KeepinCRM address | Optional, e.g. `happ.keepincrm.com` — only for the link on the card |

## After connecting [#after-connecting]

The card shows the office and owner names and a link to your KeepinCRM.

**I agree that Happ receives and stores this CRM's data** — optional. Ticked, Happ syncs contacts, deals, leads and activities; unticked, nothing is stored and the integration works directly (assistant tools, call notes). Disconnecting withdraws consent and deletes the copied data.

The card's menu also has **CRM call triggers**, **Copy webhook URL**, **Rotate webhook** and **Webhook logs** — for calls started by CRM events.

What the agent may do is set per agent: **Agents** > the agent > **Integrations** > the integration's settings.

* **Customer search** — find the customer by phone mid-conversation
* **Create** a lead or a deal, with funnel and stage (required for deals), lead status, source and responsible manager
* **Warehouse goods** — include stock in the catalog
* **Log calls** — write each call into the CRM, optionally with the full transcript

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

## Next [#next]

* [CRM](/docs/integrations/crm) — all CRM integrations
* [Tools](/docs/agents/tools) — what the agent calls mid-conversation