Integrate with external system

2 min read


You can integrate your systems (such as landing page) with ChatMamba CRM to automate your workflow. One common use case is to automatically add leads into ChatMamba CRM.

Note

This requires some technical knowledge and it’s best to be done by your developer.

Creating Source Leads in CRM through the REST API

Your system can integrate with ChatMamba CRM through our REST API. To make the integration easier, you can make use of the user interface to quickly generate the required JSON body for the REST API call.

  1. Go to ChatMamba CRM, and click Integration on the top right corner. Navigate to Intgeration
  2. Navigate to Integration Center and select Custom Navigate to Custom integration
  3. Select When an event happens, create a Source Leads. Select integration task
  4. You’ll see a step by step guide to create your REST API call.
    1. Copy the API url, and set the request method to POST. REST API url
    2. Set the API key. You can generate an API key here. REST API url
    3. You can customize the request body to suit your need.
      (1.) You can set what data you want to send to
      (2.) You can select which Distribution Group you want to assign the lead to
      (3.) Copy the JSON body to your API call Customize request body

After setting up the API call, you can try sending the request and see if the lead is added to ChatMamba.

We’re here to help

If you encounter any issues, feel free to reach out to us, and we will assist you.