Connecting with a 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 [e-mail] 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

• Make

• n8n.io

• Pabbly 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 [e-mail] 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.

Yoplanning API Documentation