CRM
Integrate with Salesforce, HubSpot, Pipedrive, and other CRM platforms through Unify.
Find guides on managing contacts, companies, leads, and deals, plus troubleshooting and workarounds for specific CRM connectors.
Hubspot
HubSpot: 403 "MISSING_SCOPES" errors
A 403 from HubSpot with the category MISSING_SCOPES means the connection's HubSpot authorization doesn't include a permission (scope) that the req...
HubSpot: setting or removing a company's parent
In HubSpot, companies can be organised in a parent/child hierarchy, for example a group company with several subsidiaries. With the CRM API you can se...
Hubspot: Not receiving webhook events?
As an administrator, when setting up a Hubspot OAuth, there is an option to configure Webhooks from Hubspot to Apideck. Follow our guide: How to conf...
Hubspot: Why are some properties missing in API Responses?
The Unify API adheres to a "sparse" response pattern. In this pattern, if a property in the API response has an empty value, that property is omitted ...
Salesforce
Salesforce: How to get the instance URL for a Salesforce connection?
When using the Proxy API for making a Salesforce request, you will need the dedicated instance URL of a consumer. Since each consumer will have its ...
Salesforce: How to configure Salesforce to show notes?
When you are building an integration with Salesforce, where you want to read or write notes through the Unify API, it can be handy to see the notes wi...
Salesforce: How to handle custom objects?
Salesforce supports " Custom objects ", which is different from " Custom fields ". Within the Unify CRM API, we include custom fields as part of the ...
Salesforce: How to include Related Object Fields in Contact responses
Use pass-through parameters and custom mappings to include related object fields in contact responses without making separate API calls. For related S...
Salesforce: "OAuthCodeExchangeError" when connecting
OAuthCodeExchangeError means the Salesforce sign-in itself went through, but when Apideck exchanged the authorization code for tokens, Salesforce rej...