# Connexion avec une CRM (Salesforce, Pipedrive, HubSpot, Zoho…)

### What is the purpose of this feature?

Connecting Yoplanning.pro to a CRM (Customer Relationship Management) system allows you to centralize and automate your sales data. This makes it easier to track leads, customers, and orders within a tool your team already uses, such as:

* Salesforce
* Pipedrive
* HubSpot
* Zoho CRM
* And many more

Thanks to the Yoplanning API, you can automatically send data (customers, orders, sessions…) to these tools.

### How do I connect my CRM to Yoplanning?

#### Step 1: Obtain your API key

1. Log in to your Yoplanning account.
2. Contact support at <support@yoplanning.com> to request an API key.
3. Once the key is generated, keep it safe. It gives you secure access to your account data.

#### Step 2: Use an integration platform

We recommend using automation platforms such as:

* [Zapier](https://zapier.com)
* [Make](https://www.make.com)
* [n8n.io](https://n8n.io)
* [Pabbly Connect](https://www.pabbly.com/connect)

These tools allow you to create automations ("workflows") without coding.

#### Step 3: Send your webhook to Yoplanning

Once your workflow is ready in your chosen tool (Zapier, Make, etc.), you need to provide us with the URL of the **webhook** to trigger. This webhook will allow us to send real-time data to your CRM whenever an event occurs (new customer, new order, etc.).

Send this link to <support@yoplanning.com> with a short explanation of the scenario.

### Example of automation

* **Trigger:** A new client is created in Yoplanning.
* **Action:** A record is automatically created in your CRM.

### Usage tips

* Test each automation before launching it.
* Limit unnecessary API calls.
* Document your workflows for easy maintenance.

## Need help?

* You can set up the integration yourself.
* Or, you could hire a technical service provider.
* **We offer a turnkey service:**
  * €500 excluding VAT for the complete installation.
  * €9 excluding VAT/month for hosting and monitoring.

### Common problems

| Issue                                          | Solution                                                  |
| ---------------------------------------------- | --------------------------------------------------------- |
| I don't understand APIs                        | Use our integration service or contact a professional.    |
| The integration tool is not retrieving my data | Check your API key and permissions.                       |
| The CRM is not receiving the information.      | Verify that the fields are correctly mapped in your tool. |

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[documentation-api-yoplanning](https://docs.yoplanning.support/en/developpeur/documentation-api-yoplanning)
{% endcontent-ref %}