Faster product integrations
Ship prebuilt OpenCRM automations faster.
OpenCRM Connector
Build in-app integrations that sync and upsert OpenCRM contacts, accounts, opportunities and activities. Orchestrate multi-step workflows to automate lead routing, campaign updates and activity logging for each customer account.
Reusable orchestration
One workflow reused across tenant accounts.
Governed MCP tools
Expose restricted OpenCRM actions as managed tools.
Embedded experience
Deliver customer-facing workflows natively inside your SaaS product.
CONNECTOR OVERVIEW
What teams can integrate and automate with OpenCRM
Teams can sync and automate contacts, accounts, opportunities, activities and campaign records between OpenCRM and your product using create, update, list, count and query endpoints. Cyclr connects to OpenCRM using the vendor API so you can map fields, upsert contacts and schedule polling or event-driven orchestration. See the OpenCRM API documentation for endpoint details.
PRODUCT USE CASES
Use cases
Use Cyclr to publish embedded OpenCRM workflows that import new leads, upsert contacts, push opportunities and log activities for many customer accounts — all managed and governed from your platform.
Sync new contacts into your app
Automatically import new OpenCRM contacts (List New Contacts) into your application and map custom fields per tenant.
Upsert and enrich contact records
Use Upsert Contact to create or update contacts in OpenCRM, keeping customer data consistent across systems.
Create opportunities from leads
Create or update opportunity records in OpenCRM when a lead hits conversion criteria in your product.
ORCHESTRATION
How OpenCRM works with Cyclr
Cyclr sits between your SaaS product and OpenCRM to handle authentication, govern access and orchestrate every API call per customer, at scale.
- 1
Your SaaS product
Your app requests an action for a specific customer.
- 2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
- 3
OpenCRM
OpenCRM processes the request and returns a response to your app.
Customer-specific authentication · Governed data movement · Centralized visibility and audit
CONNECTOR COVERAGE
Available connector capabilities
Explore OpenCRM methods you can orchestrate through Cyclr.
Contacts5
Get Contact By Email
ActionRetrieves the specified contact by email address.
List Updated Contacts
ActionRetrieves contacts updated since the last time this action was executed.
List New Contacts
ActionRetrieves contacts created since the last time this action was executed.
Upsert Contact
ActionCreates or updates a contact.
Get Contact By ID
ActionRetrieves the specified contact by ID.
Company1
Get Company By ID
ActionRetrieves the specified Company by ID.
TECHNICAL DETAILS
OpenCRM integration and API details
Review the sourced authentication and API behaviour used when configuring customer-facing OpenCRM integrations in Cyclr.
API and authentication
- API host
https://{account}.opencrm.co.uk/api/rest/- Authentication
- API key; Session access key; HTTP header
- Credentials
API Key; Pass Key; OpenCRM account name (subdomain)
- Method categories
Record CRUD, list/count, record linking, campaign and reporting endpoints.
Pagination and rate limits
Pagination
Pagination uses limit_start and limit_end (start/end offsets) on list endpoints.
Rate limits
Rate limits depend on OpenCRM subscription; requests are recorded. Confirm limits with OpenCRM support.
IMPLEMENTATION
Authentication at a glance
OpenCRM supports an API Key and Pass Key (plus account name); the API also issues a session accesskey. Cyclr requires API Key, Pass Key and the OpenCRM account name during connector installation.
- Authentication method
- API key; Session access key; HTTP header
- Credential required
API Key; Pass Key; OpenCRM account name (subdomain)
Before you begin:
View setup guideAPI keys are issued by OpenCRM support; enable API access per account.
COMMON QUESTIONS
Frequently asked questions
It syncs and manipulates OpenCRM records: contacts, accounts, opportunities, activities, campaign functions, plus list and report endpoints for automation and reporting.
OpenCRM uses an API Key and Pass Key (and account subdomain); Cyclr requires those credentials at installation and can use the API’s session accesskey alternative.
Yes. Cyclr supports multi-tenant deployments: each customer uses their own OpenCRM credentials and you manage tenants centrally.
Yes. You can publish selected OpenCRM actions as governed MCP tools in Cyclr, enforcing which methods customers can run and controlling access.
KEEP EXPLORING
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