Company
Date Published
Author
Vladyslav Ursul
Word count
821
Language
English
Hacker News points
None

Summary

Create activities in CRM using Integration.app, a platform that enables easy integration with various CRMs while maintaining native and white-label experience for customers. To implement this, users need to create an account on Integration.app, enable the desired integrations, and authorize their customers to connect their CRM accounts. A Universal Flow is then created, which allows multi-step integration logic with multiple external applications. The flow includes a trigger configuration, finding contact in the CRM, creating an activity in the CRM, and adding it to the app's UI. Users can customize this process by making customers able to customize field mapping and selecting the type of activity to create.