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OpenCRM

UK-hosted CRM platform for managing contacts, leads, opportunities, projects, and customer support in one place.

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AI-assisted documentation11 min read

This documentation is compiled from our integration source code, internal specs for OpenCRM, its official API documentation and anonymized requests logs we collect from our support team[2].

Open OpenCRM on WEXTL →

Before you set up the credential, make sure you have an active OpenCRM account and an API access token from your account settings ready.[3]

  • SubdomaintextRequired

    Please contact OpenCRM support or your account manager to obtain your subdomain.

    [1]
  • API KeypasswordRequired

    Please contact OpenCRM Support to generate a pair of API keys that you can then use to connect to the API

    [1]
  • Pass KeypasswordRequired

    Please contact OpenCRM Support to generate a pair of API keys that you can then use to connect to the API

    [1]
  1. Log in to your WEXTL account, add the OpenCRM node module to your workflow, and click Create new credential.
  2. Optional: In the Credential name field, enter a name for the credential.
  3. Enter the authentication credentials you copied from your OpenCRM account, or follow the on-screen instructions to create the credential.
  4. If prompted, authenticate your account and confirm access.
  5. If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Connecting OpenCRM to WEXTL®
Video slide demonstrates how to integrate OpenCRM in the WEXTL visual workflow builder.[4]

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

Look for OpenCRM templates in the WEXTL template library.

Browse templates →
  1. WEXTL® OpenCRM Source Code connector implementation.
  2. Our users use cases and automations.
  3. Official API Documentation for OpenCRM.
  4. WEXTL® visual workflow builder data.

Last updated: Jul 21, 2026 15:23