1. Webhooks: The simple and powerful solution

To connect CrocoClick to other services, nothing could be simpler than using webhooks in the Automations section. With webhooks, you can:

• Connect and automate virtually any external service,

• Respond to events in real time,

• Simplify integration without the need to develop complex connectors.

2. Private integrations: A customized and secure solution

Private integrations allow you to build custom connections between your CrocoClick account and any third-party application.

This approach is ideal if you want to go beyond simple automation via webhooks and create sophisticated data exchanges.

What are private integrations?

Private integrations offer a tailor-made solution for:

• Generate integration tokens directly from your interface,

• Precisely restrict permissions granted to third-party developers or applications,

• Benefit from access to CrocoClick APIs (version 2.0) that offer advanced features and webhook support.

Private integrations vs. API keys

Private integrations:

• Secure: You define specific permissions.

• Modern: Use API v2.0 and support webhooks.

• Extended features: Allow for fine-grained access management.

API keys:

• Less secure: Full access to all data.

• Obsolete: Work on an API version (v1.0) that is no longer maintained.

Private integrations vs. OAuth2 tokens

Private integrations also differ from OAuth2 tokens in the following ways:

• Private integrations:

  • Generated directly from the interface.

  • Static tokens that do not renew automatically.

• OAuth2 tokens:

  • Generated programmatically via code exchange.

  • Expire daily and require regular refreshing.

How to use private integrations?

To use a private integration, simply add the generated token to the authorization header of your API requests.

For example, to retrieve a contact, you can make a GET request:

bashCopier le codecurl --request GET \ --url https://services.leadconnectorhq.com/contacts/IDENTIFIANT_DU_CONTACT \ --header 'Accept: application/json' \ --header 'Authorization: <VOTRE TOKEN D\'INTÉGRATION PRIVÉE>' \ --header 'Version: 2021-07-28'

Who can create private integrations?

By default, all account administrators can create and manage private integrations.

However, it is possible to restrict this right at the user level by changing the permissions in Settings > My Team.

Where can you find and create your private integrations?

To manage your private integrations, go to the Settings section and look for the Other Settings section.
If the feature does not appear, check that it is enabled in the Labs section.
To create a new private integration:

1. Click Create New Integration.

2. Give it a name and description to make it easier to identify.

3. Select the necessary scopes/permissions.

4. Copy the generated token and share it only with trusted parties.

Best practices for securing your token

To ensure the security of your data, we recommend:

• Change your tokens every 90 days.

• Only share the token with trusted developers or partners.

• Ensure that the permissions granted are strictly necessary.

If your token is compromised

If you suspect that your token has been compromised:

1. Go to Private Integrations via Settings.

2. Select the integration concerned and choose the option Change and make this token obsolete now.

3. Follow the instructions to generate a new token and update your third-party applications.

Changing permissions without changing the token

It is possible to change the name, description, and even permissions of a private integration without regenerating the token. To do this:

1. Go to the Edit option via the three-dot menu of the integration.

2. Update the necessary information and then confirm the changes.

Deleting a private integration

When the integration is no longer needed:

1. Go to Private Integrations in Settings.

2. Select the Delete option in the three-dot menu to permanently delete the integration.

For more technical details on creating and managing private integrations, you can consult the official CrocoClick API documentation: [currently being finalized—ask support for the beta version]

Conclusion

Using webhooks via CrocoClick's automation feature is the simplest and most powerful solution for connecting your external tools.

However, for more complex integrations or those requiring advanced customization, private integrations offer a robust and secure alternative.

By combining these two approaches, you will optimize the connectivity and automation of your processes, while ensuring optimal security for your data.