EzzyCRM connector for Okou
Connect your EzzyCRM account to read users, pipelines, stages, lost reasons, and leads, or create and update leads.
Sales & operations · API Key and API Password
Use EzzyCRM in Okou
Use EzzyCRM (Ezzy CRM) to read account users, pipelines, stages, lost reasons, and leads, or create leads and update their status, stage, or assigned user.
Once connected, supported EzzyCRM actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with EzzyCRM
- Read users and their account membership metadata.
- Read the existing lost-lead reason directory.
- Change the assigned user of an existing lead.
- Read the existing sales pipeline directory.
- Create a lead, including its linked contact and organization details.
- Read existing pipeline stages and their codes.
- Read existing leads for a pipeline and date range, optionally filtered by user.
- Move an existing lead to a different pipeline stage.
How the EzzyCRM connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect EzzyCRM
Choose API Key and API Password.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect EzzyCRM securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Key and API Password
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What EzzyCRM covers
The topics this connector's published operations touch.
- Ezzy CRM
- sales pipeline
- lead management
EzzyCRM connector questions
- What can Okou do with EzzyCRM?
- Connect your EzzyCRM account to read users, pipelines, stages, lost reasons, and leads, or create and update leads. Documented actions include: Read users and their account membership metadata. Read the existing lost-lead reason directory.
- How do I connect EzzyCRM to Okou?
- Connect EzzyCRM using API Key and API Password. The connection controls which supported actions a workflow can use.
- Can EzzyCRM run in an automated workflow?
- Yes. After it is connected, supported EzzyCRM actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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