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How to Integrate UpLead with Your CRM

Whether you use OAuth/OIDC authentication or API keys, this guide will walk you through the steps to integrate UpLead with your CRM.

Uplead Support avatar
Written by Uplead Support
Updated this week

In this article, you’ll find:

Navigating to the CRM Integration Page

To access the CRM integration settings in UpLead:

  1. Click on the Profile section at the bottom left of the page.

  2. Select Connect to my CRM.

  3. A list of available CRM options will be displayed.

  4. Click on your preferred CRM to initiate the connection process.

Connecting via OAuth/OIDC

For the following CRMs, UpLead supports OAuth/OIDC authentication:

Steps:

  1. Select your CRM from the list.

  2. If already logged in, you will be directed to the confirmation page.

  3. If not logged in, enter your CRM credentials.

  4. Grant UpLead the necessary permissions to access your CRM data.

  5. Once confirmed, the integration will be established.

Key Considerations

💡 Best practice: Ensure you have the correct permissions to create, read, update, and delete contacts, companies, accounts, and leads.

⚠️ Common mistake: If login fails, verify that your CRM allows third-party integrations and that your account has the required privileges.

Microsoft Dynamics 365 – OAuth/OIDC Connection

When connecting Microsoft Dynamics 365, you will be asked to enter your Organization (Org) URL. You can find this URL in the address bar of any Dynamics 365 page. It looks like this:
​https://org123abcde.crm4.dynamics.com


Even with the Org URL required, the connection still uses OAuth/OIDC for authentication so the steps above apply.

Connecting via API Key

For the following CRMs, UpLead requires an API key for integration:

  1. Reply.io - How to Generate an API Key

  2. Pipedrive - How can I find my personal API key?

  3. Nimble - Generate an API key to access the Nimble API

  4. Copper - Authentication - Copper Developer API

  5. Insightly - Generating an API Key

  6. Woodpecker - How to Generate the API Key?

  7. Lemlist - How to Find Your API Key

  8. Close CRM - API keys & OAuth

Steps:

  1. Select your CRM from the list.

  2. Navigate to your CRM's settings to generate an API key.

  3. Copy and paste the API key into UpLead's integration field.

  4. For Copper, also enter the email address associated with the API key.

  5. Save the settings to establish the connection.

Key Considerations

💡 Best practice: Store your API key securely and limit access to trusted users.

⚠️ Common mistake: If authentication fails, double-check your API key and ensure API access is enabled in your CRM.

FAQs

Q: What permissions do I need for the integration?

A: You need permissions to create, read, update, and delete contacts, companies, accounts, and leads in your CRM.

Q: What if my CRM is not listed?

A: Contact Uplead support to inquire about future integrations.

Q: How do I disconnect my CRM?

A: Go to Profile > CRM Integration > Disable CRM Name.

Q: Does your CRM integration support bidirectional sync?

A: Currently we support Bidirectional sync only for Salesforce. You can find out more here: Configuring My Salesforce Connected Lists

Q: Does Uplead support CRM import triggers?
A: Currently Uplead does not support CRM based triggers directly, this can be achieved by using a third party service like Zapier for which we have a guide here: How to Connect UpLead with Zapier

Next Steps

🔹 Learn how to integrate UpLead with your CRM

🔹 How to Push Custom Fields into Your CRM from Uplead

Still need help? Contact UpLead Support for assistance.

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