Partnerships and Integrations
Integrating Unibuddy with your tech stack: CRM, Discover portals, and other tools
By Amy and 2 others3 authors28 articles
Slate
Everything you need to know to integrate Slate with Unibuddy
- Slate Setup Part 1: Prerequisites before Slate set-upThis guide covers everything you need to prepare in Slate before Unibuddy can begin configuring and testing your integration.
- Slate Setup Part 2 : Syncing with UnibuddyOnce you have completed Slate Setup Part 1: Prerequisites before Slate set-up, you're ready to connect your Slate Source Format to Unibuddy and test the integration. This guide will take…
- How do I map the Unibuddy applicant ID to a unique ID in Slate?Unibuddy sends a unique ID for each prospect in the applicant_id field. This should be mapped to a unique person field in Slate so that Slate can identify the corresponding…
- How do I add Community join interactions to a user record timeline in Slate?You can configure your Unibuddy Slate integration so that when a prospect joins a Unibuddy Community, the Community join is recorded as an interaction on their Slate record.
Power Automate
Everything you need to know to integrate your CRM via Power Automate
- Part 1: Integrating Unibuddy with your CRM using Microsoft Power Automate — Receiving Unibuddy dataThis guide will walk you through creating a Power Automate flow that can receive prospect data from Unibuddy and prepare that data to be sent to your CRM.
- Part 2: Integrating Unibuddy with your CRM using Power Automate — Checking, creating and updating prospects in your CRMIn this article, you'll decide what Power Automate should do with that data when it arrives.
- Part 3: Integrating Unibuddy with your CRM using Power Automate — Mapping Unibuddy data to your CRMIn this article, you'll configure which Unibuddy prospect information should be stored in your CRM and map that information to the appropriate CRM fields.
- Part 4: Integrating Unibuddy with your CRM using Power Automate — Testing your intergation and Going LiveIn this final part, you'll test the complete integration before it is connected to your live Unibuddy university environment.
Zapier
Everything you need to know to integrate your CRM via Zapier
- How can Zapier help with CRM Integration for our instiution?Zapier integration for your institution - what can we integrate?
- Which CRM integrations are available on Zapier?An overview of the CRM tools you can integrate via Zapier
- 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
- My zap isn't working, can you help?Ways to fix a zap which won't trigger
- How do I update a CRM record if a lead record already exists?
Azorus
Everything you need to know to integrate Azorus with Unibuddy
Make / Integromat
Everything you need to integrate Unibuddy with Make or Integromat
Unibuddy + Gecko Integration
Do you use Gecko? Find out how you can integrate your Gecko account with Unibuddy Community!