1CRM
by 1CRM Systems
All-in-one CRM with sales, service, project and invoicing modules for small businesses.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Username and password, OAuth 2.0
- Docs
- 1CRM API docs
02Data
What you can sync.
- Accounts
- Contacts
- Opportunities
- Quotes
- Invoices
Join 1CRM accounts with billing, support and product usage to see each account in full.
Need more? Name any other 1CRM data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
- OAuth 2.0 (client ID, client secret, refresh token)
1CRM uses a username and password or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in 1CRM Systems if you need help.
04How it works
How it works in DataMind.
-
Pick 1CRM.
Open Lake, pick 1CRM in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the 1CRM API docs.
-
Answer a few questions.
The AI reads the 1CRM documentation, then asks which credentials you will use, which data to sync (for example accounts and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then 1CRM data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
