Prospect CRM
by ProspectSoft
UK stock-aware CRM for wholesalers and distributors that links sales activity with accounting and inventory data.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- OData API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0, Access token
02Data
What you can sync.
- Contacts
- Companies
- Opportunities
- Sales orders
- Products
Join Prospect CRM contacts with billing, support and product usage to see each account in full.
Need more? Name any other Prospect CRM data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
- An access token
Prospect CRM uses OAuth 2.0 (client ID, client secret, refresh token) or an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in ProspectSoft if you need help.
04How it works
How it works in DataMind.
-
Pick Prospect CRM.
Open Lake, pick Prospect CRM in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Prospect CRM API docs.
-
Answer a few questions.
The AI reads the Prospect CRM documentation, then asks which credentials you will use, which data to sync (for example contacts and companies), 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 Prospect CRM data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
