Connector Guides
Generic CRM Connector
Generic CRM Connector setup guide
Internal mock adapter for custom CRM and CSV-style workflow planning.
Overview
Internal mock adapter for custom CRM and CSV-style workflow planning.
Before you connect
- Confirm the provider account has the permissions required for the TradeVulcan app you are launching.
- Prepare sandbox or production credentials in the provider dashboard.
- Never paste provider secrets into support chat or documentation articles.
Setup steps
- Open the workspace connector settings.
- Select Generic CRM Connector.
- Complete the required fields or OAuth flow.
- Run the available health check.
- Attach the connected account to compatible app deployments.
Provider notes
Status: ACTIVE. Feature flag: connector.generic_crm.
Provider docs: https://docs.tradevulcan.local/connectors/generic-crm.