Finding your API keys in the CRM system is a simple process that can be completed in just a few steps: 1. Switch to the Agency View: Start by making sure you're viewing the CRM in the agency view mode, which grants you access to more settings and features. 2. Go to Settings: Once in the agency view, head to the settings menu. This menu contains all the configuration options for your account. 3. Find the API Keys Section: Within the settings, locate the "API Keys" section. Here, you'll find two types of API keys available: those for the agency and those for individual locations. Generating a New API Key If you need to create an additional API key, follow these steps: 1. Create a New Key: In the "API Keys" section, click on the option to generate a new API key. 2. Label the Key: When prompted, give your new API key a clear, descriptive name, like “Sales Integration” to help identify its purpose. 3. Store Your API Key: After generating the key, copy it and make sure to store it somewhere secure. You'll need this key to integrate your CRM with other systems and to automate tasks. Utilizing API Keys API keys enable the integration of external tools and the automation of various CRM functions. Some common uses include: Automating Workflows: Use API keys to streamline CRM tasks and processes, boosting productivity. Connecting with Third-Party Tools: Integrate your CRM with other software to enhance your operational capabilities. Custom Development: Developers can use API keys to build personalized features or extensions for the CRM. Access Developer Resources To learn more about using API keys effectively, refer to the CRM's developer documentation. This detailed resource offers instructions on: Different API versions (e.g., API 1.0, API 2.0) Implementing workflows, triggers, and forms Best practices for using APIs securely and efficiently Solutions for common issues and frequently asked questions Frequently Asked Questions What if I lose my API key? If an API key is lost, it's best to generate a new one for security reasons and deactivate the old one to prevent unauthorized access Can I create multiple API keys? Yes, you can generate multiple API keys to manage various integrations or tasks, which helps improve both security and organization.