Credential for CRM Systems for Integrating with NATERO

Third-party CRM systems require the following credentials to integrate with Natero. If you do not use one of these applications, please refer to our Account API documentation for instructions on how to send account details to Natero.

Application Credentials Needed
Salesforce 

We recommend the use of OAuth to authorize Natero for access to your Salesforce application. 

OAuth is a protocol that allows Natero to access resources of your Salesforce website without having to expose your user credentials. 

For step-by-step guide on how to setup Salesforce OAuth for Natero, please click here

MS Dynamics

We recommend the use of OAuth to authorize Natero for access to your MS Dynamics application. 

For step-by-step guide on how to setup MS OAuth for Natero, please click here

Infusionsoft
  • api_key
  • domain_prefix
Capsule CRM 
Hubspot CRM

We recommend the use of OAuth to authorize Natero to access your Hubspot application.

OAuth is a protocol that allows Natero to access resources of your Hubspot website without having to expose your user credentials. 

For step-by-step guide on how to setup Hubspot OAuth for Natero, please click here

amoCRM
Zoho CRM
Pipedrive
Close.io
RelateIQ (SalesforceIQ)
Insightly
  • API Key
Nutshell

Please contact us if you have any problem with obtaining these credentials.

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