API Reference
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Integrating your CRM with Operating

Overview

We offer out-of-the box integrations with HubSpot and Pipedrive directly in Operating in settings. Consider trying those out if your CRM is one of them.

For integrating your CRM with Operating, you can bring your deals and clients from your CRM to Operating, and create projects from your deals.

You have two options for integrating with Operating: You can either just create projects and clients whenever necessary, or you can also bring in the deal information from your CRM. The former approach is faster to get started with, but means missing out on some information directly in Operating.

Importing projects and clients

Importing projects and clients to Operating is straightforward, you can use the Create Client and Create Project endpoints for this.

Importing deals

Importing deals requires a couple of prep steps.

All deals in operating must belong both to a pipeline and to a pipeline stage. These should map to the pipelines and stages in your CRM.

So, the first steps would be to create your pipelines and their stages using the Create Pipeline and Create Pipeline Stages endpoints.

After those exist, you can create create clients and projects as above, and use the Create Deal endpoint to create deals for your projects.

Projects in Operating only have two statuses: Tentative and Confirmed. Deal status is communicated with the pipeline stage. Make sure these stages suit your sales process.

Decide how to connect

If your CRM is HubSpot or Pipedrive:

  • use the readymade integrations in Settings -> CRM sales pipeline

If your CRM is something different (e.g. Oracle NetSuite, MS Dynamics):

  • use the Operating API to enter new work

If you want to only bring in projects that are already sold, e.g. "closed won":

  • use the Create Project API

If you want to follow the sales progress through different CRM pipeline stages:

  • create the Pipeline in Operating
  • create Pipeline Stages that correspond to the stages in your CRM – the ones that contain deals which are relevant for staffing purposes
  • create Deals
  • create Projects from your Deals