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API Integration Tutorial | Connect to a CRM System in 5 Steps
When integrating with a CRM system API, first download the API documentation from the vendor platform (e.g., Salesforce), confirm the endpoints (e.g., /v1/customers) and authentication method (OAuth2.0, requiring client_id and secret to obtain an access_token valid for 3600 seconds). When sending a POST request, pass parameters like customer name (“Zhang Xiaoming”) and phone number (“0912-345-678”) […]