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How to integrate Atom with non-native CRMs or custom developments?

How to integrate Atom with non-native CRMs or custom developments?

If your company uses a CRM that doesn't have a native integration with Atom — such as Zoho, Seekop, or a custom-built system — it's possible to integrate it via REST APIs.

What do you need?

  • Base URL of the API (e.g., https://api.seucrm.com/v1)

  • API documentation to understand the required fields and structure

  • Authentication: can be via Token, API Key, or OAuth

  • Response format: JSON

  • List of available endpoints (e.g., /customers, /contacts)

  • Data to be sent from Atom: name, phone number, email, etc.

What APIs does Atom offer and what are they for?

Atom offers different APIs so you can integrate your own systems with our platform.

📁 Customer API

Allows:

  • Create new customers

  • Update existing data

  • List all customers

  • Consult specific customer data

📩 Template API

Ideal for sending messages with templates approved by Meta. Allows:

  • Send templates to customers individually

  • View the list of available templates

  • Configure automatic conversation assignment

🔁 Atom Webhooks

Use Webhooks to send automatic flows to other systems. Typical use cases:

  • Satisfaction surveys

  • Appointment reminders

  • Case or campaign tracking

How to test your APIs in Postman before integrating them with Atom?

Before integrating an external API into an Atom flow, it's essential to test if it works correctly.

🧪Why use Postman?

  • You can validate if the endpoint URL is correct

  • Check if headers and tokens work

  • Confirm if the request body is well structured

  • Analyze how the external system responds

After validating everything in Postman, you can replicate the configuration in the HTTP component of your flow.

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