CRM and Sales
A CRM and NetLicensing can work together in both directions: the CRM can show what a customer has licensed, and a sale in the CRM can create the customer and licenses.
| CRM | Direction | What it does | Type |
|---|---|---|---|
| Zoho CRM | NetLicensing to CRM | Extension from Zoho Marketplace that shows a customer’s licenses in the CRM account | Ready-made |
| Pipedrive | CRM to NetLicensing | Pipedrive webhooks create customers and licenses when a deal is won | Guide |
Other CRMs
Any CRM that can send a webhook, or call a URL from a workflow, can create customers and licenses through the NetLicensing REST API: follow the generic pattern and the event mapping. To update a CRM when something happens in NetLicensing, use webhook notifications on LICENSEE_CREATED, LICENSE_CREATED, PAYMENT_TRANSACTION_PROCESSED or WARNING_LEVEL_CHANGED, or an automation platform in between. Contact us at info@netlicensing.io if you need help with a specific CRM.