When integrating with CRM platforms through Apideck, different connectors have varying partnership requirements. Understanding these requirements is essential for planning your integration timeline and ensuring compliance with each platform's developer policies.

This guide categorizes our CRM connectors into three groups based on their partnership requirements, helping you understand what's needed before going live with each integration.

Partnership Categories

🔴 Partnership Required

These platforms require the customer to register an OAuth app or developer account with the third-party service and enter the resulting credentials (Client ID, Client Secret, etc.) in the Apideck dashboard. Examples include Pipedrive, Bullhorn, and Blackbaud.

🔵 Partnership Optional (Apideck Credentials Available)

For these connectors, Apideck has already established OAuth credentials that you can use. This means you can start integrating immediately without registering your own app with the third-party service. However, when your users authenticate, Apideck will be shown as the application requesting access. You may optionally register your own app if you prefer your own branding during the OAuth consent flow. Examples include Salesforce, HubSpot, and Zoho CRM.

🟢 No Partnership Required

These connectors use API key, basic auth, custom authentication, or consumer-provided OAuth credentials, meaning there is no OAuth app registration needed on the customer side. Your end-users authenticate directly with their own credentials. Examples include Close, ActiveCampaign, and Freshsales.

Connector Partnership Matrix

The table below provides a complete overview of partnership requirements, availability of partner introductions, associated fees, and links to documentation for each connector.

🔴 Partnership Required

Connector	Partner Signup	Partner Intro	Partner Fee
Pipedrive	pipedrive.readme.io	Self-Serve	None. Register OAuth app in Pipedrive developer portal.
Blackbaud	developer.blackbaud.com	Self-Serve	Free developer tier (1,000 API calls/day). ISV partner tier includes higher quotas and API connection fees.
Bullhorn	bullhorn.com	Self-Serve	$5,000/year. Includes developer program access and API credentials.
Zendesk Sell	developer.zendesk.com	Self-Serve	None. Register OAuth app in Zendesk Sell settings (admin access required).

🔵 Partnership Optional - Apideck Credentials Available

Connector	Partner Signup	Partner Intro	Partner Fee
Salesforce	salesforce.com (optional)	Self-Serve	None with Apideck credentials. ISV program fees for own credentials.
HubSpot	hubspot.com/partners/app (optional)	Self-Serve	None with Apideck credentials
Microsoft Dynamics CRM	developer.microsoft.com (optional)	Self-Serve	None with Apideck credentials
Zoho CRM	zoho.com (optional)	Self-Serve	None with Apideck credentials
Attio	attio.com/partners (optional)	Self-Serve	None with Apideck credentials
Google Contacts	console.cloud.google.com (optional)	Self-Serve	None with Apideck credentials
Slack	api.slack.com (optional)	Self-Serve	None with Apideck credentials
Teamleader	Contact Apideck (optional)	Available	None with Apideck credentials

⚠️ Important: When using Apideck's partner credentials (blue category), the OAuth consent screen will display "Apideck" as the application requesting access to your users' data. If white-labeling or custom branding is important for your use case, you should register for your own OAuth app with the connector.

🟢 No Partnership Required

Connector	Partner Signup	Partner Intro	Partner Fee
Odoo CRM	N/A	Self-Serve	N/A
Planhat	planhat.com/partners (optional)	Available	N/A
Microsoft Outlook	N/A	Self-Serve	N/A
Close	close.com/partners (optional)	Self-Serve	N/A
ActiveCampaign	activecampaign.com/partner (optional)	Self-Serve	N/A
Salesflare	N/A	Self-Serve	N/A
Act! CRM	N/A	Self-Serve	N/A
Flexmail	N/A	Self-Serve	N/A
Freshsales	freshworks.com/partners (optional)	Self-Serve	N/A
Copper	copper.com/partners (optional)	Self-Serve	N/A

* Green connectors require no customer-side setup in the Apideck dashboard. End-users authenticate directly with credentials from their own account on the platform.

Getting Started

For Connectors Requiring Partnership (Red)

1. Review the partner signup link in the matrix above for your target connector.
2. Register an OAuth app or complete the partner registration process with the CRM provider.
3. Obtain your API credentials (Client ID, Client Secret, etc.).
4. Configure your credentials in the Apideck dashboard under Connector Settings.
5. Follow the Connector Config Guide to complete your setup.

For Connectors with Apideck Credentials (Blue)

1. Enable the connector in your Apideck dashboard: no additional setup required.
2. Your users will see "Apideck" during the OAuth flow when connecting their accounts.
3. (Optional) Register your own OAuth app for custom branding on the consent screen.

For Connectors with No Partnership Required (Green)

1. Enable the connector in your Apideck dashboard.
2. Your end-users authenticate using their own credentials (API key, username/password, or service user token) from the platform.
3. No customer-side configuration or partner registration is needed.

Partner Introduction Program

For connectors where partner introductions are available, Apideck can facilitate an introduction to the platform's partnership team. This can help expedite your application process and ensure you're connected with the right contacts. Reach out to your Apideck account manager or contact partners@apideck.com to request an introduction.

Need Help?

If you have questions about partnership requirements or need assistance with connector configuration, our team is here to help:

Documentation: https://developers.apideck.com/

Support: support@apideck.com

Partnerships: partners@apideck.com