Integration
Move pipeline opportunities into your CRM
Download a clean CSV or call the API export endpoint with filters for stage and updated timestamps.
LiveScale and Command
CRM Export
Export opportunities for Salesforce or HubSpot imports.
Filters by stage and updated_since
Stage label mapping for CRM fields
How it works
What happens behind the scenes once you enable the integration.
- 1Autopilot opportunities are normalized into CRM-ready fields.
- 2Export from Workspace or call the API endpoint.
- 3Use stage filters to keep CRM updates targeted.
Setup checklist
Steps your admin takes to get the integration live.
- Workspace -> Integrations -> CRM export.
- Apply stage or updated_since filters if needed.
- Download CSV and map columns in your CRM.
- Optionally use API export for scheduled syncs.
Technical reference
Endpoints and sample requests to hand to your engineering team.
Endpoints
- GET /integrations/crm/opportunities/export.csv
- GET /integrations/api/opportunities/export.csv
Sample request
curl -H "Authorization: Bearer <token>" \ "https://api.tenders.indexbox.io/integrations/api/opportunities/export.csv?stage=qualified"
Notes
- stage_label is the human-friendly label for CRM.
- Two-way sync is available via enterprise projects.
FAQ
Quick answers to common integration questions.
Which CRMs can I import into?
Any CRM that supports CSV import, including Salesforce and HubSpot.
Can I filter exports by stage or date?
Yes. Use stage and updated_since filters in Workspace or via the API.
Is two-way sync supported?
Two-way sync is available through enterprise engagements.
Security & compliance
Controls that keep data safe and auditable.
- Exports are scoped to your organization.
- Access requires the CRM entitlement.