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Connections & API keys

The CRM Connections tab: create API keys (crk_…) that let any website form or external system post leads straight into a chosen board and column.

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The Connections tab connects the CRM to the rest of the world: it issues API keys that outside systems use to write leads in. Your web agency's landing page, a partner's site, a Zapier step, your own backend — anything that can POST JSON can file a deal.

How it works

  1. 1
    Create a key
    CRM → Connections → New key. Name it after the source ("Landing page — spring promo").
  2. 2
    Pick the destination
    Each key targets a board and a column — "send this source's leads to New requests". Different sources can land in different columns.
  3. 3
    Send it
    The key (crk_…) is shown once. The caller POSTs form fields to /crm/ingest with it — see the CRM ingest API for the exact contract.

What a submission becomes

  • A row in the CRM table, fields matched to your CRM fields by key or label.
  • A card in the key's target column.
  • An attribution record naming the key — the deal knows which website sent it.
  • A **form submitted trigger** — so the speed-to-lead recipe covers external forms too.
Keys are credentials

A leaked key lets anyone spam your board (writes only — keys can't read). Revoke from the Connections tab; requests are rate-limited and invalid keys get 401/403.