Cratio CRM
by Cratio
Indian CRM for sales teams with lead management, AI calling and WhatsApp messaging built in.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key
02Data
What you can sync.
- Leads
- Contacts
- Deals
- Activities
Join Cratio CRM leads with billing, support and product usage to see each account in full.
Need more? Name any other Cratio CRM data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
Cratio CRM uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Cratio if you need help.
04How it works
How it works in DataMind.
-
Pick Cratio CRM.
Open Lake, pick Cratio CRM in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Cratio CRM API docs.
-
Answer a few questions.
The AI reads the Cratio CRM documentation, then asks which credentials you will use, which data to sync (for example leads 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 Cratio CRM data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
