Unibuddy

Louise Sologub

Jack Johnson

Sean O'Dea

Learn how Unibuddy integrates with your CRM system

Unibuddy & CRM Integration 

This guide provides an overview of Unibuddy's CRM integration, how it works and what you can do with your CRM x Unibuddy data.

Unibuddy CRM Integrations Overview

Learn about Unibuddy's CRM integration, what data is available and how to use it.

Getting the most out of your CRM integration

CRM Integration Overview

This document outlines the requirements needed from you prior to setting up the Unibuddy x 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?

Slate 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

Flaubert Djimeli

Zapier Integration 

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?

Unblocking restrictions on CRM app for use in Zapier

Authorisation for CRM app blocked on Zapier?

My zap isn't working, can you help?

Zapier (FAQs)

[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

Power Automate

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

Make/Integromat Setup Part 2: Syncing with Unibuddy

Make/Integromat Integration 

How to set up a Custom API Integration with Unibuddy

How does our Custom API integration work?

API Integration

Find answers and get help from Intercom Support and Community Experts

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