Connecting with a CRM (Salesforce, Pipedrive, HubSpot, Zoho, etc.)
What is this feature for?
Connecting Yoplanning.pro to a CRM (Customer Relationship Management) allows you to centralize and automate your business data. This makes it easier to track leads, customers, and orders in a tool your team already uses, such as:
Salesforce
Pipedrive
HubSpot
Zoho CRM
And many more
Thanks to the Yoplanning API, you can automatically send data (customers, orders, sessions, etc.) to these tools.
How to connect your CRM to Yoplanning?
Step 1: Get your API key
Log in to your Yoplanning account.
Contact support at [email protected] to request an API key.
Once the key is generated, keep it safe. It gives you secure access to your account data.
Step 2: Use an integration platform
We recommend using automation platforms such as:
These tools allow you to create automations ("workflows") without coding.
Step 3: Send your webhook to Yoplanning
Once your workflow is ready in your chosen tool (Zapier, Make, etc.), you need to send us the URL of the webhook to trigger. This webhook will allow us to send data in real time to your CRM when an event occurs (new customer, new order, etc.).
Send this link to [email protected] with a short explanation of the scenario.
Automation example
Trigger: A new customer is created in Yoplanning.
Action: A file is automatically created in your CRM.
Directions for use
Test each automation before launching it.
Limit unnecessary API calls.
Document your workflows for easy maintenance.
Need help?
You can set up the integration yourself.
Or call on a technical service provider.
We offer a turnkey service:
€500 excluding VAT for the complete installation.
€9 excluding VAT/month for hosting and monitoring.
Common problems
I don't understand APIs
Use our integration service or contact a professional.
The integration tool is not retrieving my data
Check your API key and permissions.
CRM does not receive information
Check that the fields are correctly mapped in your tool.
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