How to integrate Sequifi with your CRMX Account

Integrating Sequifi with CRMX involves setting up API connections between the two platforms to enable data synchronization and automation. Here's a step-by-step guide to help you with the integration process:

Step 1: Gather API Credentials

CRMX API Key:

• Log in to your CRMX account.
• Navigate to the settings section.
• Find and copy your API key

Sequifi API Key:

• Log in to your Sequifi account.
• Go to the settings or developer section.

• Find and copy your API key.

  
  

Step 2: Set Up API Integration

1. Using a Middleware:
   • Consider using a middleware tool like Zapier, Integromat, or Pabbly Connect to simplify the integration process.

   • Create a new Zap (Zapier), Scenario (Integromat), or Workflow (Pabbly Connect).

     Direct API Integration:

   • If you prefer a direct integration, you'll need to write custom code to handle the API requests.

     
     

Step 3: Configure API Endpoints

CRMX Endpoints:

• Refer to the CRMX API documentation for the specific endpoints you need to interact with. Common endpoints might include:
  • Contacts: To create, update, or delete contacts.
  • Opportunities: To manage sales opportunities.
  • Campaigns: To automate marketing campaigns

Sequifi Endpoints:

• Refer to the Sequifi API documentation for the specific endpoints. Common endpoints might include:
  • Surveys: To create, update, or fetch survey data.

  • Responses: To manage survey responses.

    
    

Step 4: Write Custom Code (if applicable)

1. Fetch Data from Sequifi:
   • Use the Sequifi API to fetch survey data or responses.
   • Example in Python:

python

Copy code
import requests

sequifi_api_url = "https://api.sequifi.com/surveys"
headers = {"Authorization": "Bearer YOUR_SEQUIFI_API_KEY"}
response = requests.get(sequifi_api_url, headers=headers)
survey_data = response.json()
 

1. Send Data to CRMX:
   • Use the CRMX API to send the data.
   • Example in Python:

python

Copy code
ghl_api_url = "https://api.gohighlevel.com/v1/contacts"
ghl_headers = {"Authorization": "Bearer YOUR_GHL_API_KEY"}
data = {
    "name": "John Doe",
    "email": "johndoe@example.com",
    "phone": "+123456789"
}
response = requests.post(ghl_api_url, headers=ghl_headers, json=data)
 

Step 5: Test the Integration

• Ensure that data flows correctly between Sequifi and CRMX Account.

• Test various scenarios to confirm that the integration works as expected.

  
  

Step 6: Automate and Monitor

• Set up automated tasks or workflows to keep the data in sync.

• Monitor the integration regularly to ensure it remains functional and accurate.

  
  

Additional Tips:

• Documentation: Always refer to the latest API documentation of both platforms for any updates or changes.
• Error Handling: Implement proper error handling to manage any issues that arise during data transfer.
• Security: Ensure that API keys and sensitive information are stored securely.