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Key Concepts
How-to Videos
Authentication
Automating with Milo
BANT and MEDDIC Sales Coaching
Branding and Themes
Call Analytics
Calendar Sharing
Collaborate with Your Team with UnifiedCRM Docs
Connecting Customers and Sales Teams
Creating Workspaces
CRM Users and Customer Users
Customising Your UnifiedCRM CRM
Doc Management and Collaboration
Email and Calendar Integration
Importing Records
Integrating with Zapier
Introduction to Workspaces
Linking SalesDesk CRM to Workspaces
Live Collaboration
Reporting and Record Reports
Sales and Buyer Engagement
Video Calls in UnifiedCRM
Zapier Integration
Customisation
Customising UnifiedCRM
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How-to Videos
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API Reference
Guides
API Reference
My Account
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How-to Videos
Authentication
To authenticate the UnifiedCRM Zapier app with UnifiedCRM, go to the UnifiedCRM Settings section and then the Developer sub-section.
1
Generate API Key
Create a new API key and copy the public and private keys. Keep the private key secure.
Workspaces
Automating with Milo
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