Partnerships and Integrations
Integrating Unibuddy with your tech stack: CRM, Discover portals, and other tools
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.
How does our Custom API integration work?
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
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
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
Unibuddy + Gecko Integration
Do you use Gecko? Find out how you can integrate your Gecko account with Unibuddy Community!
How can I automate Community invites through the Unibuddy & Gecko integration?Find out how you can send invites to your Community with your Gecko account
Unibuddy-Gecko IntegrationYour step by step guide to integrating Unibuddy with Gecko