Base CRM

Overview
Endpoint Setup
Authentication
Create Instance
Transform Data
Error Codes
Querying
API Docs

Endpoint Setup

Log in to your Base CRM profile at https://app.futuresimple.com/sales. 1. Click your profile pic in the top right

  1. Select “Settings” Base CRM Connected App step 1

  2. Select OAuth

  3. Under “Developer Apps”

  4. Select “Add Developer App” Base CRM Connected App step 2

  5. Name the app

  6. Input “Redirect URL”

  7. Select “Save” Base CRM Connected App step 3

  8. Under OAuth > Deverloper Apps: Select “Details” under the newly created app.

  9. Copy the “Client ID” and “Client Secret” as they will be needed to provision a Base CRM Element Base CRM Connected App step 4

Next create an instance.