Public API and CRM Sync
Connect Lio through a REST API, webhooks, and native CRM integrations with HubSpot, Salesforce, Pipedrive, and Zoho.
The Public API and CRM Sync connect Lio to other systems through a REST API, webhooks, and native integrations with HubSpot, Salesforce, Pipedrive, and Zoho, supporting one-way or bidirectional data flow.
How it works
Connect through REST API endpoints or a native CRM integration. Configure the direction of data flow to push leads in, pull enrichment out, or mirror your pipeline both ways. Webhooks broadcast events for real-time synchronization across connected systems without middleware. The sync engine handles conflict resolution and validation to keep data consistent.
Key capabilities
- Access all Lio data through REST API endpoints, including leads, companies, contacts, deals, and activity records.
- Connect natively to HubSpot, Salesforce, Pipedrive, and Zoho without middleware.
- Configure import, export, or bidirectional sync.
- Receive real-time webhook notifications built on SSE and Ably pub/sub.
- Export complete data, including activity logs, user assignments, and cross-module relationships.
- Run bulk imports with CSV processing, validation, and error handling.
- Apply authentication, authorization, and access control to API and sync operations.
Tips
Use direct API and native connections instead of third-party automation tools to avoid added dependencies. For file-based loading, see Bulk Lead Import and Data Import and Export.