Webhook to send data to users CRM?

lead-bid · 2024-11-01T20:08:29.446Z

Hey ya’ll, could use a hand here…

I have a platform where users buy leads. I want a user to be able to get the lead information sent via API/webhook into their CRM.

There are a number of different CRMs that our users use. Ex: Salesforce, Hubspot, GoHighLevel, etc.

What’s the best way to create a self-serve setup for a user to be able to connect their CRM to my bubble app? Is something like Zapier needed?

Thank you!

Zeroic · 2024-11-01T20:12:10.735Z

We’ve recently delivered this functionality for an enterprise (integration with Salesforce, Hubspot, Pipedrive, Close, Zoho

The best is ofc using the API connector - except when it comes to bulk operations that need to be looped etc (for example, fetching all contacts from Hubspot that operates their APIs with pagination). In that case, I prefer using an orchestration platform like n8n to offload heavy operations to that, with a single integration in Bubble, again, via the API connector

lead-bid · 2024-11-01T20:20:25.997Z

Thanks for your response. How would I setup the API connector to have a dynamic URL endpoint? Since each user will have their own URL endpoint.

Zeroic · 2024-11-01T20:29:09.179Z

I think the endpoints stay the same, but the auth tokens will differ

Ideally speaking, these platforms have the option for an Oauth2 authentication system that defines

who the access is being given to - in this case, to you
what access is being given (the scope that you want, for ex: read-only/write-only)
what is the duration for the access being given (either an access token with a short TTL, or a refresh token too that allows you to generate access tokens later on)

A successful call returns each customer’s access and refresh tokens that you can use to execute actions on their behalf

Setting this up is generally straightforward for anyone who’s had experience with this. Either way, the best way is to go through their docs and follow the steps

system · 2025-01-10T20:08:56.364Z

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