Base CRM integration

Getting started


You can find your personal Base CRM Access token in Base CRM under User Settings / OAuth / Access Tokens / Add access token inside Base CRM. In NiftyQuoter go to My account / Integrations / Base CRM page and paste your access key from Base CRM there.

Importing clients from Base CRM


Either check the 'Import clients from Base CRM automatically when someone creates a new proposal' checkbox and whenever you create a proposal it will automatically import clients from Base CRM. Or use the 'Import clients from Base CRM' button on the clients page in NiftyQuoter. This process may take a few minutes depending on the number of your contacts. You can reload the page after a few minutes and your clients from Base CRM should be there.

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