Integrator — ConnectiveOne Integrations Hub

A page for integrators configuring ConnectiveOne integrations with external systems. Here you will connect API, configure Custom Channel, webhook, and other mechanisms for data exchange between ConnectiveOne and your systems. Each instruction will help quickly configure the needed integration and verify the result.

For a business-level overview, see ConnectiveOne integration capabilities.

Quick Overview

• High-Level Goals and Scenarios
• Where to Work in the Interface
• Quick Links

High-Level Goals and Scenarios

Understanding Integration Types

Goal — understand what integration types are available and when to use them.

• What are integrations — general overview of integration types (Custom Channel, API, call_node, Webhooks, Deeplink) and their purpose. → ./explanation/what-are-integrations.md

API Integrations

Goal — receive and change ConnectiveOne data through REST API.

• Using API — how to use Enterprise API and public APIs for working with data. → ./how-to/use-api.md
• API reference — complete list of available endpoints and their parameters. → ./reference/api-reference.md

Custom Channel Integrations

Goal — integrate external systems through HTTP requests.

• Integration via Custom Channel — how to connect an external system to ConnectiveOne via Custom Channel. → ./how-to/custom-channel/integrate-via-custom-channel.md

Webhook Integrations

Goal — receive events from the operator panel to an external service.

• Configure operator panel webhook — how to configure receiving events from the operator panel to your service. → ./how-to/webhook/configure-operator-panel-webhook.md

Launching Scenarios from External Systems

Goal — launch bot scenarios from your systems.

• Launch scenario via API call_node — how to launch a bot scenario from an external system via API. → ./how-to/launch-scenario-via-call-node.md
• Launch scenario via deeplink — how to create direct links for launching scenarios with parameters. → ./explanation/deeplink-launch.md

CRM/ERP Integrations

Goal — integrate ConnectiveOne with your CRM/ERP systems.

• Integrate with Odoo CRM — operator panel, webhooks, leads. → ./how-to/crm-erp/integrate-connectiveone-with-odoo-crm.md
• Operator panel widget in Odoo — autologin and iframe on contact card. → ./how-to/crm-erp/integrate-operator-panel-as-widget-odoo.md
• Integrate operator panel as widget — how to embed the operator panel into CRM/ERP as a widget. → ./how-to/crm-erp/integrate-operator-panel-as-widget.md
• Configure product name for Zoho CRM — how to configure product name display in Zoho CRM. → ./how-to/crm-erp/setup-zoho-crm-product-name.md

Marketing Service Integrations

Goal — integrate ConnectiveOne with marketing platforms.

• Integration with eSputnik — how to connect ConnectiveOne to eSputnik for contact synchronization. → ./how-to/marketing/integrate-with-esputnik.md
• Phone broadcast via route — how to configure phone message broadcasting. → ./how-to/marketing/send-phone-broadcast-route.md

Data Transfer

Goal — exchange data between ConnectiveOne and external systems.

• Get data via send_request — how to get data from an external API and process the response in a scenario. → ./how-to/data-transfer/get-data-via-send-request.md
• Send data via send_request — how to send data from ConnectiveOne to an external service. → ./how-to/data-transfer/send-data-via-send-request.md
• Subscribe user to notifications — how to configure user subscription to notifications from the bot. → ./how-to/data-transfer/subscribe-user-to-notifications.md

Explanation Documents

Goal — understand concepts and principles of integration operation.

General Concepts

• What are integrations — overview of integration types and their usage. → ./explanation/what-are-integrations.md
• UTM tags transfer — how to transfer UTM tags through messages for tracking traffic sources. → ./explanation/utm-tags-transfer.md
• Launch scenario via deeplink — how to create direct links for launching scenarios. → ./explanation/deeplink-launch.md

Where to Work in the Interface

Main work with integrations happens in various ConnectiveOne sections:

• Bot Settings (/settings/bots): for configuring Custom Channel, API keys
• Swagger UI (/api-docs): for viewing and testing API endpoints
• Help menu → API Documentation: access to Swagger documentation
• Settings → Bot List → Bot Settings: for obtaining API keys
• Scenario Builder (recommended): for configuring scenarios using actions (send_request, call_node). See Scenario Builder
• Scenario Dialog (Legacy): for configuring scenarios in the legacy interface

Quick Links

Understanding Integrations

• What are integrations
• API reference

API

• Using API

Custom Channel

• Integration via Custom Channel

Webhook

• Configure operator panel webhook

Launching Scenarios

• Launch scenario via API call_node
• Launch scenario via deeplink

CRM/ERP

• Integrate operator panel as widget

Data Transfer

• Get data via send_request
• Send data via send_request
• Subscribe user to notifications

Marketing Integrations

• Integration with eSputnik
• Phone broadcast via route

CRM/ERP

• Integrate operator panel as widget
• Configure product name for Zoho CRM

Important Notes

• ⚠️ Most integrations require technical knowledge of REST API and JSON
• 🔒 Always use HTTPS for secure data exchange
• 🔑 Keep API keys and tokens in a secure place, do not share them in public places
• 📝 Check request and response formats before integration
• 🔄 Use retry logic for request reliability
• 📖 For detailed information about endpoints, use Swagger UI in the system