With what platforms and how do we integrate?
Here you will read about:
Can I integrate with other software, CRM, ERP, if it does not have or there is no native integration?
How does Atom integrate?
What are the requirements to be able to integrate?
Atom has 4 native integrations:
HubSpot
Salesforce
Talkdesk
Zapier
Can I integrate with other software, CRM, ERP, if it does not have or there is no native integration?
The answer is: YES ⭐
We can integrate via REST API through HTTP requests, whether Atom consumes from their API or they consume from Atom's API.
Important questions ⚡
How does Atom integrate?
There are two main methods with which we can connect to an API from Atom:
Automated Tasks: Automated tasks allow sending data through an HTTP request to the corresponding endpoint. To do this, a trigger is previously configured that determines the moment in which the request must be executed.
For example: When classifying a conversation as a sale, the client's data must travel to my CRM.
Inbound/Outbound Bots in Flowbuilder: With Flowbuilder, it is possible to use the bot to collect information and subsequently send it to the desired endpoint through HTTP requests integrated into the flow.
For example: When obtaining important information from the contact, through an HTTP request, create the contact in my CRM.
What are the requirements to be able to integrate?
⚠️ It is important to know that without this, it will be impossible to determine if Atom can be integrated or not.
Documentation of the application or system to which you want to integrate: The documentation that is needed is on how to perform processes through API.
Example: Create a client, update a contact, create a business, place a note, etc.
Administrator access in the tool we want to integrate: This will allow making the necessary configurations and adjustments through the tools mentioned above (Automated Tasks and/or Flowbuilder).
Administrator access in the tool we want to integrate: This will allow making the necessary configurations and adjustments through the tools mentioned above (Automated Tasks and/or Flowbuilder).
Everything must be in JSON format: It is the format required to communicate via REST API.
Everything must be in JSON format: It is the format required to communicate via REST API.