CRM Integration with Unibuddy | Unibuddy Help Center

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CRM Integration with Unibuddy

CRM Integration with Unibuddy

CRM Integration Overview

Unibuddy CRM Integrations Overview

Getting the most out of your CRM integration

Data Dictionary

Slate Integration

Slate Setup Part 1: Prerequisites before Slate set-up

Slate Setup Part 2 : Syncing with Unibuddy

How do I map the Unibuddy applicant ID to a unique ID in Slate?

How do I add Community join interactions to a user record timeline in Slate?

[NEW] Integrating MS Dynamics with Unibuddy using Power Automate

Power Automate Setup Part 1: Prerequisites before set-up

Power Automate Setup Part 2: Checking if a lead exists

Power Automate Setup Part 3: Create/Update the Lead in the Destination CRM

Power Automate Setup Part 4: Going Live

Zapier Integration

Zapier Setup Part 1: Prerequisites before Zapier set-up

Zapier Setup Part 2a: Syncing with Unibuddy

Zapier Setup Part 2b. How to add custom prospect fields to your Zapier Integration

Make/Integromat Integration

Make/Integromat Setup Part 1: Prerequisites before set-up

Make/Integromat Setup Part 2: Syncing with Unibuddy

API Integration

How to set up a Custom API Integration with Unibuddy

How does our Custom API integration work?

What is the CRM Integration and how can Zapier help our insitution?

Which CRM integrations are available on Zapier?

Do I need to pay to use Zapier or the CRM Integration on Unibuddy?

Is Zapier a two way integration?

We use a CRM that does not have a native connection to Zapier. How can I connect Unibuddy to my CRM?

Is it possible to use two Zapier links?

How do I update a CRM record if a lead record already exists?

Authorisation for CRM app blocked on Zapier?

My zap isn't working, can you help?