The WireCRM connector synchronizes customer profiles, deals, and interaction history from WireCRM into your knowledge base. Each contact and deal is converted to a document with customer information and sales pipeline data.
Authentication
API Key — requires:
- WireCRM account with data export permissions
Configuration
| Field | Type | Required | Description |
|---|---|---|---|
| CRM Workspace | Selector | Yes | Select WireCRM workspace |
| Data Type | Dropdown | Yes | Select contacts, deals, or companies |
| Include History | Switch | No | Include interaction history |
| Status Filter | Dropdown | No | Filter deals by status (new/qualified/won) |
How It Works
- Workspace Validation — Verifies API access to WireCRM workspace
- Record Listing — Retrieves contacts, deals, or companies
- Data Enrichment — Processes custom fields and relationships
- Document Generation — Records become searchable documents
Document Format
Contact: Jane Smith
Email: jane@company.com
Phone: +7-999-123-4567
Company: Acme Corp
Deals: 3 active, 2 completed
Last Interaction: 2026-05-21
Lifetime Value: 250,000 RUBMetadata Tags
| Tag | Type | Description |
|---|---|---|
| Contact ID | Text | WireCRM contact identifier |
| Deal Status | Category | New, Qualified, Won, Lost |
| Company | Text | Associated company name |
Pagination
Uses record ID offset. Cursor format: offset:{record_id}.
Limitations
- Custom field values preserved as strings
- Deal history limited to 5 years
- Deleted records not synced