# SalesDrive

Connect SalesDrive so the assistant finds orders by phone, creates new ones, and can read your product catalog

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

SalesDrive connects with an API key plus your store subdomain. Once it's linked, the assistant finds orders by phone number, creates new ones from chat, and — if you enable it — can suggest products from your catalog.

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

* **SalesDrive account** on a plan with API access enabled in **Settings** > **API**. Free tiers don't expose the API.
* **General API key** from SalesDrive — not the Form-API key, those are different.
* **HAPP workspace** with at least one assistant configured to talk to customers.
* **Funnel and starting status** — decide where new orders should land.

## Get your API key [#get-your-api-key]

1. In the SalesDrive admin, go to **Settings** > **General settings & integrations**.
2. Navigate to **Own sites & marketplaces** and pick **API**.
3. Click **API keys**, then in the table choose the row **"For website integration (system)"** and copy that key.

<img alt="The SalesDrive API keys table — the row to copy is &#x22;For website integration (system)&#x22;" src="__img0" />

## Connect [#connect]

1. In HAPP open **Integrations** and find SalesDrive under **Add a CRM**.
2. Click **Connect** — the modal asks for two fields.
3. Enter them and click **Connect**.

| Field   | Value                                                                |
| ------- | -------------------------------------------------------------------- |
| API Key | The general API key from SalesDrive > Settings > API                 |
| Domain  | The subdomain only — for `happstore.salesdrive.me` enter `happstore` |

SalesDrive moves to **My integrations** as a card showing its **Account Information** — store domain and the date and time of connection.

## Settings [#settings]

Open the card's gear icon to configure what the assistant is allowed to do.

* **Search** — the assistant looks up orders by phone number and returns the contact data.
* **Create** — the assistant creates new orders with the customer's name, phone and comment.
* **Catalog** — the assistant gets access to your product catalog and can suggest products. This needs a **YML Catalog public key**: in SalesDrive go to **Settings** > **Integrations** > **YML Export** and copy the public key.

## Troubleshooting [#troubleshooting]

| Error                             | Cause                                        | Fix                                                                                                                                                                                                                                                     |
| --------------------------------- | -------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `INVALID_API_KEY`                 | Wrong key, or copied with spaces             | Re-copy the key. Use the **general** API key from SalesDrive > Settings > API — not the Form-API key.                                                                                                                                                   |
| `WRONG_DOMAIN`                    | Full domain entered instead of the subdomain | Enter the subdomain only. For `happstore.salesdrive.me` the value is `happstore`.                                                                                                                                                                       |
| `TOKEN_REVOKED` (401)             | An admin rotated or revoked the key          | Generate a fresh key in SalesDrive > Settings > API and reconnect in HAPP.                                                                                                                                                                              |
| `RATE_LIMITED` (429)              | SalesDrive's API rate limit hit              | Wait 1–2 minutes and retry. If it keeps happening, [contact support](https://happ.tools/contacts) — we can throttle requests on our side.                                                                                                               |
| Orders aren't reaching SalesDrive | Sync misconfigured                           | Check three things, in order: funnel and starting status are selected in **Settings**; the SalesDrive client fields used in mapping are active, not archived; the IP whitelist in SalesDrive > Settings > API is empty **or** includes HAPP egress IPs. |

Still stuck? [Contact support](https://happ.tools/contacts) with the error text and we'll point at the exact fix.

## Disconnect and reconnect [#disconnect-and-reconnect]

**To disconnect:** open **Integrations** > **SalesDrive**, click **Disconnect** next to the connected store, and confirm.

After disconnecting:

* New chat orders stop being sent to SalesDrive.
* Existing orders in SalesDrive stay untouched.
* The assistant keeps working in chat — only the SalesDrive sync stops.
* The API key is **not** revoked in SalesDrive. Revoke it there separately if you need to.

**To reconnect:** open **Integrations** > **SalesDrive**, click **Connect** and enter your domain and API key again.

Preserved after reconnecting: funnel and starting-status selection, field mapping, the assistant-to-store binding, and order analytics for the integration.

## Next [#next]

* [CRM](/docs/integrations/crm) — all CRM integrations
* [Tools](/docs/tools) — call the CRM during conversations
* [Integrations](/docs/integrations) — the full catalog