An OP update just rolled in, kitties! We’ve brought AlterCPA’s automation to a whole new level. Now you can set up integrations with third-party networks and CRMs in literally two moves: pick a network, hand over the secret credentials. Done!
We took eight years of setup experience and turned it into a library of ready-made integration templates. Right now it holds more than 75 API connection options for the most popular platforms. And there’ll be even more!
How to use this marvel of technology:
- Go to “Utilities,” then select “Integration Setup.”
- Pick the company and template you need.
- Enter the data the template asks for — an API key or a CRM domain, for example.
- If needed, check out the ready-made postbacks and plug them in on the target network’s side.
- Save.
- Done, it works!
I figure extra comments are unnecessary — it’s all obvious enough as it is. Enjoy!
