YetiForce CRM
by YetiForce
Polish open-source CRM with sales, marketing, service and project modules.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key, Username and password
02Data
What you can sync.
- Accounts
- Contacts
- Opportunities
- Quotes
- Tickets
Model YetiForce CRM accounts once in the Warehouse, then forecast, report and ask questions about the pipeline from any app.
Need more? Name any other YetiForce CRM data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
- A username and password
YetiForce CRM uses an API key or a username and password. You add the credentials once, when the AI asks for them, and it tells you where to create them in YetiForce if you need help.
04How it works
How it works in DataMind.
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Pick YetiForce CRM.
Open Lake, pick YetiForce CRM in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the YetiForce CRM API docs.
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Answer a few questions.
The AI reads the YetiForce CRM 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 YetiForce CRM data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
