Integration with a CRM

RAIA does support integration with CRM apps by leveraging our API and Webhook. If you need integration services, please make sure you notify our onboard team during setup.

Direct Integration with a CRM

In order for us to provide assistance we will need access to your system via a login. We recommend adding your Agentas a user using the email you were provided for the Agent.

1. Click on your Agent and view the Email ([e-mail])

2. Add a user to your app using this email and let our onboard team know the credentials and any other requirements.