Prospect CRM

How to authenticate, understand rate limits, and construct your first OData query in Prospect CRM.

Get started with the OData API

Use $select, $filter, $expand, $orderby, $top, and $skip to retrieve and shape your Prospect CRM data.

Query the OData API

This article outlines how to configure your own custom delivery charges.

Configuring Custom Delivery Charges

This article outlines how to create a Personal Access Token.

Generating a PAT (Personal Access Token)

Understanding Power BI & deciding whether it's right for your business.

Getting Started with Business Intelligence Tools like Power BI

This guide will explain what a webhook is, why you may want to set them up, and how to create them in CRM.

Setting up a CRM Webhook

Migrating a Verified Domain

When setting up your domain for use with Access CRM, you need to validate your Domain Name System (DNS) records and confirm your domain provider is correctly identified.

Validate DNS records and identify your domain provider

Arthur Ashdown

Alan Molina

Afini

Discover some of the more complex functions available with CRM, and get technical with our productivity integration partners.

Developer & API

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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