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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

  1. Open the workspace connector settings.
  2. Select Generic CRM Connector.
  3. Complete the required fields or OAuth flow.
  4. Run the available health check.
  5. 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.