Lime CRM icon

Lime CRM Integration

CRM platform for managing leads, deals, contacts, and customer relationships. Keep Lime CRM contacts, deals, and pipeline activity synchronized with the rest of your stack. When Watch Campaigns fires, automatically continue with Get a Campaign or Get a Coworker.
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  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Supported triggers and actions for Lime CRM integration

Triggers can detect changes in Lime CRM and run actions that can create, search or modify data inside Lime CRM automatically [3] — exactly how you set them.

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    Watch CampaignsTriggers when a new campaign is created or an existing campaign is updated.
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    Watch CoworkersTriggers when a new coworker is added or an existing coworker's information is updated.
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    Watch DealsTriggers when a new deal is made.
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    Watch DocumentsTriggers when a new document is created or updated.
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    Watch InvoicesTriggers when a new invoice is created.
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    Watch LeadsTriggers when a new lead is created.
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    Watch OrdersTriggers when a new order is created.
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    Watch PersonsTriggers when a new person is added or updated.
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    Watch TodosTriggers when a new todo is created.
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    Get a CampaignRetrieves a campaign by its identifier.
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    Get a CoworkerRetrieves a coworker by their ID or other identifying information.
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    Get a DealRetrieves a deal from the service.
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    Get a DocumentRetrieves a document from the specified service.
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    Get a LeadRetrieves a lead from the system.
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    Get an InvoiceRetrieves an invoice.
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    Get an OrderRetrieves an order based on specified criteria.
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    Get a PersonRetrieves a person from the database.
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    Get a TodoRetrieves a specific todo item from the list.
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    Get CampaignsRetrieves all campaigns from the service.
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    Get CoworkersRetrieves all coworkers.

How to integrate Lime CRM in automation workflow?

3 simple steps to make your Lime CRM connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Lime CRM connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Lime CRM app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Lime CRM supports.

The following table illustrates what fields Lime CRM integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Lime CRM is connected in WEXTL builder.

Video slide demonstrates how Lime CRM is connected in WEXTL builder [4].

FieldTypeHelp
URLRequired
url

Enter your URL e.g: https://your-tenant.lime-crm.com. Paste the full url whout slash.

API KeyRequired
password

Go to Admin (LISA) → Users → Create API User → Generate API Key. Make sure it has all needed permissions.

Connect Lime CRM to popular apps on WEXTL

Enter a name of the other app you want to sync with Lime CRM below. Click on selected app to explore integration options with Lime CRM. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Lime CRM integration

Select Watch Campaigns trigger from Lime CRM - this will be a starting point in your automation. Whenever event happens in Lime CRM, workflow will start [7] from Watch Campaigns node.

Search for Delete a Campaign, connect it as the next step of integration sequence. You can use filters between Watch Campaigns and Delete a Campaign, so only important data pass from Watch Campaigns to the next step. WEXTL gives you full control over the process of Lime CRM automation. All parts of workflow are visible on the canvas [4].

Lime CRM on WEXTL has 55 modules for combining crm automations. Explore Lime CRM documentation for more.

Video slide demonstrates how Watch Campaigns and Delete a Campaign nodes are used in Lime CRM workflow.

Video slide demonstrates how Watch Campaigns and Delete a Campaign [6] nodes are used in Lime CRM workflow.

Frequently asked questions

Common questions about automating Lime CRM in your workflows.

Try Lime CRM on WEXTL®

Claim your 3-day free trial to build Lime CRM integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the Lime CRM integration.

  1. Lime CRM integration source code, module specs and credentials implementation.
  2. Internal Lime CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Lime CRM vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Lime CRM App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation