Integrating your CRM
Our guides to integrating Unibuddy with your CRM
Unibuddy CRM Integrations OverviewThis guide provides an overview of Unibuddy's CRM integration, how it works and what you can do with your CRM x Unibuddy data.
Slate
Everything you need to know to integrate Slate with Unibuddy
Slate Setup Part 1: Prerequisites before Slate set-upThis document outlines the requirements needed from you prior to setting up the Unibuddy x Slate integration
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?
Power Automate
Everything you need to know to integrate your CRM via Power Automate
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
Azorus
Everything you need to know to integrate Azorus with Unibuddy
Azorus IntegrationHow to get leads from Unibuddy into your Azorus CRM
Make / Integromat
Everything you need to integrate Unibuddy with Make or Integromat
Make/Integromat Setup Part 1: Prerequisites before set-up
Make/Integromat Setup Part 2: Syncing with Unibuddy