Integration Credentials for Popular CRM Systems

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
  • API token: You can find your API token by selecting My Preferences from your user menu in the Capsule navigation bar, then using the API Authentication Token link, see developer.capsulecrm.com/v1/authentication/.
  • URL of capsule instance: e.g. example.capsulecrm.com
Copper 
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
Pipedrive
Close.io
RelateIQ (SalesforceIQ)
Insightly
  • API Key
Nutshell
Freshsales

Please contact us if you have any issues obtaining your CRM credentials.

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