Integrations

How to Connect to CRM via API

By SMB Sales Boost Team.

✓ Quick Answer

Paid plan users can access the SMB Sales Boost API from the API tab in Account Settings. Generate an API key, then use our REST endpoints to programmatically fetch leads and integrate with your CRM or custom applications.

How to Connect to Your CRM via the SMB Sales Boost API

The SMB Sales Boost API allows paid plan subscribers to programmatically access lead data and build custom integrations with CRMs, marketing platforms, and internal tools.

Step-by-Step Instructions

  1. Ensure you have a paid plan — API access is available on Pro, Platinum, Enterprise, and Agency plans
  2. Navigate to Account Settings by clicking your profile icon
  3. Click the API tab to access your API management dashboard
  4. Generate an API key — click "Generate API Key" to create your authentication credential
  5. Copy your API key — store it securely; it won't be shown again after you leave the page
  6. Review the API documentation — available at /api-docs with endpoint details, request formats, and response schemas
  7. Make your first API call — use your API key in the Authorization header to fetch leads

API Authentication

Include your API key in every request:

Authorization: Bearer your_api_key_here

Available Endpoints

CRM Integration Examples

Salesforce: Use the API to pull leads and create new Lead records via Salesforce's REST API.

HubSpot: Fetch leads from SMB Sales Boost and create contacts in HubSpot using their API.

Custom CRM: Build a scheduled sync that pulls fresh leads daily and inserts them into your database.

Rate Limits

API requests are rate-limited based on your plan tier. Check the API documentation for current limits and best practices for efficient data retrieval.


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