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Sales Simplify connector for Okou

Connect Sales Simplify to read leads, deals, activities, people, companies, products, campaigns, settings, and constants through the REST API.

Sales & operations · API Token

Use Sales Simplify in Okou

Read Sales Simplify CRM data through the official REST API.

Once connected, supported Sales Simplify actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.

What you can do with Sales Simplify

  • Read Sales Simplify campaign metadata.
  • Read Sales Simplify leads and lead metadata.
  • Read Sales Simplify deals, pipelines, and deal metadata.
  • Read Sales Simplify activities and activity metadata.
  • Read Sales Simplify people and people metadata.
  • Read Sales Simplify companies and company metadata.
  • Read Sales Simplify products and product metadata.
  • Read Sales Simplify owners and active currencies.

How the Sales Simplify connector works

A connected service becomes one permissioned step in the work you hand off.

  1. 1

    Connect Sales Simplify

    Choose API Token.

  2. 2

    Choose the work

    Use only the supported actions your workflow needs.

  3. 3

    Run it your way

    Start it once, schedule it, or attach an event trigger.

Connect Sales Simplify securely

Use the connection method that fits your account and grant only the access the workflow needs.

  • API Token

Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.

Sales Simplify connector questions

What can Okou do with Sales Simplify?
Connect Sales Simplify to read leads, deals, activities, people, companies, products, campaigns, settings, and constants through the REST API. Documented actions include: Read Sales Simplify campaign metadata. Read Sales Simplify leads and lead metadata.
How do I connect Sales Simplify to Okou?
Connect Sales Simplify using API Token. The connection controls which supported actions a workflow can use.
Can Sales Simplify run in an automated workflow?
Yes. After it is connected, supported Sales Simplify actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.

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