CRM Integrations

Overview

Happ integrates with popular CRM systems to automatically sync customer conversations, update contact records, and keep your sales pipeline up to date.

For the full API reference, see api.happ.tools/reference.

Supported CRM Systems

KeyCRM

A popular Ukrainian CRM system for sales and customer management.

Setup:

1. Go to Integrations > Add Integration > KeyCRM
2. Enter your KeyCRM API key
3. Configure field mappings
4. Activate

Features:

• Sync contacts from conversations
• Create leads when new customers message
• Update deal stages based on conversation outcomes

NetHunt CRM

Gmail-based CRM for managing contacts and deals.

Setup:

1. Go to Integrations > Add Integration > NetHunt
2. Enter your NetHunt API credentials
3. Activate

Features:

• Sync conversation data to NetHunt records
• Create contacts from messenger conversations
• Track interaction history

Odoo

Open-source ERP and CRM platform.

Setup:

1. Go to Integrations > Add Integration > Odoo
2. Enter your Odoo instance URL and API key
3. Activate

Features:

• Create and update contacts
• Log conversations as activities
• Trigger workflows based on conversation events

SalesDrive

Sales management and CRM platform.

Setup:

1. Go to Integrations > Add Integration > SalesDrive
2. Enter your SalesDrive API credentials
3. Activate

Bookon

Booking and scheduling platform integration.

Setup:

1. Go to Integrations > Add Integration > Bookon
2. Enter your Bookon credentials
3. Activate

Features:

• Create bookings from conversations (via assistant tools)
• Check availability during chats
• Send booking confirmations

SmartCRM

CRM solution for small and medium businesses.

Setup:

1. Go to Integrations > Add Integration > SmartCRM
2. Enter your API credentials
3. Activate

Altegio

CRM for service businesses (salons, clinics, etc.).

Setup:

1. Go to Integrations > Add Integration > Altegio
2. Enter your Altegio API credentials
3. Activate

Features:

• Sync client records
• Check available appointment slots
• Create bookings from conversations

How CRM Sync Works

CRM integrations work hand-in-hand with assistant tools. When you create webhook-based tools, they can call your CRM's API to:

1. Look up contacts — Find existing customer records during a conversation
2. Create contacts — Add new customers to your CRM when they first message
3. Log interactions — Save conversation summaries and outcomes
4. Trigger actions — Create bookings, update deal stages, or start workflows

Tips

• Configure assistant tools to interact with your CRM during conversations
• Review sync logs periodically to ensure data accuracy
• Use the assistant's knowledge base to provide CRM-specific context (e.g., product catalogs, pricing)