LiveSpace is a system that allows you to effectively manage your sales processes. Among other things, you have the ability to set sales goals, determine budgets and evaluate employees. You can automatically integrate LiveSpace with popular sales platforms, as well as with any external system using API.
For more information on this solution, visit Livespace.
We will now show you step by step how to integrate Livespace with Thulium system.
From the Administration tab, select Advanced → Integrations.
The integrations window will appear on the screen - select Livespace from the CRM section.
Then complete the following fields:
You can find your Livespace API access credentials in your user account settings under API.
After entering the authorization data in the Thulium panel, click to authenticate the integration. If the authentication is successful, an appropriate message will appear on the screen:
By clicking on the button, we can start authentication again.
Once the application has been authenticated, you will need to complete Other data.
When integrating the system, you need to create additional customer fields in Livespace, which will include a link to the customer's card in Thulium and their ID.
In your user account settings, select Forms → Companies and then Add new field.
Create two text fields, e.g. named Thulium ID and Thulium Link, and decide in which part of the form they will be placed.