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Connect a CRM & sync

Goal: link a CRM to a product so leads import in and stages/fields/tags/messages sync out.

A CRM connection has two layers: a company-level integration (the CRM account) and a product binding (which product uses it, with its mapping).

1. Create the integration​

OAuth-based CRMs — amoCRM, Kommo, Bitrix24, FastTrack, Usedesk — are connected through their own OAuth flow, not through this API. The one CRM you create directly here is Google Sheets:

curl -s https://api.sance.ai/v1/crm-integrations/google-sheets \
  -H "Authorization: Bearer $TOKEN" -H "Content-Type: application/json" \
  -d '{ "company_id": 10, "name": "Sheet CRM", "crm_type": "google_sheets",
        "config": { "secrets": { "service_account_json": { "client_email": "...", "...": "..." } } } }'

The response includes service_account_email — share your spreadsheet with that email. List existing integrations with GET /v1/crm-integrations/.

2. Bind it to a product​

curl -s https://api.sance.ai/v1/product_crm_integrations/ \
  -H "Authorization: Bearer $TOKEN" -H "Content-Type: application/json" \
  -d '{ "product_id": 42, "crm_integration_id": 5, "config": {} }'

3. Inspect & operate​

Fetch CRM metadata to build your mapping, and trigger a classification-fields resync:

curl -s "https://api.sance.ai/v1/crm-integrations/5/pipelines" -H "Authorization: Bearer $TOKEN"
curl -s "https://api.sance.ai/v1/crm-integrations/5/users"     -H "Authorization: Bearer $TOKEN"
curl -s -X POST "https://api.sance.ai/v1/product_crm_integrations/42/5/classification-sync" \
  -H "Authorization: Bearer $TOKEN"

What happens next: background workers import new/updated leads from the CRM and push lead stage moves, CRM fields, tags, and messages back. The binding tracks last_import_at / last_sync_at.

See: POST /v1/crm-integrations/google-sheets, GET /v1/crm-integrations/, GET /v1/crm-integrations/{id}/pipelines, POST /v1/product_crm_integrations/, POST /v1/product_crm_integrations/{product_id}/{crm_integration_id}/classification-sync.