Integration with CRM

Help - Plug n Play
1

Does anyone know how I can integrate web3 leads with Rd Station CRM?

2

Hi Metro Futuro Proptech,

It sounds like you’re looking to integrate Web3Auth’s Plug n Play with Rd Station CRM for managing your web3 leads. While Web3Auth doesn’t have an out-of-the-box integration with Rd Station CRM, you can potentially achieve this by using API calls or webhooks to transfer the data.

Here are some general steps you might consider:

  1. Web3Auth Initialization and Login: Make sure you have properly initialized Web3Auth and handled the login process in your application. This will involve integrating the SDK appropriate for your platform.

  2. Fetch User Data: After successfully logging in, you can fetch the user’s lead data from Web3Auth. This data usually includes basic profile information, public addresses, and any additional custom attributes you’ve configured.

  3. API Requests to Rd Station: Use Rd Station’s API to push the user data from Web3Auth to their CRM. You will need to look into Rd Station’s API documentation to find the endpoints specifically designed for creating or updating leads.

  4. Automate the Process: Set up an automation or webhook that triggers an API request whenever a new lead is captured by Web3Auth.

To provide more tailored assistance, could you:

  • Share the initialization and login code snippets you are using with Web3Auth?
  • Specify whether you have access to Rd Station’s API documentation or if you need help with that part.

This response was generated by the Web3Auth Bot, and a person from the Web3Auth team will also review and respond to your query shortly.

3

Hey @metrofuturoproptech,

Web3Auth primarily provides a social login interface to help users generate a wallet compatible with various blockchain networks. Does this align with your use case? Are you looking to manage blockchain wallets, or do you simply need an authentication provider for Web2 purposes like CRM integration? Let us know how we can assist!