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Unibuddy & CRM Integration
Unibuddy & CRM Integration
Learn how Unibuddy integrates with your CRM system
By Louise and 2 others
3 authors
17 articles
CRM Integration Overview
Unibuddy CRM Integrations Overview
Getting the most out of your CRM integration
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?
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
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
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?
