How to Get Started with Crystal Ball on Zapier

About Crystal Ball's Integration

What kind of authentication does Crystal Ball use?

Crystal Ball uses API Keys.

Do I need a paid Crystal Ball account to use Crystal Ball with Zapier?

Yes. You need a paid Crystal Ball plan to use Crystal Ball with Zapier.

Do I need special account permissions in Crystal Ball to use Crystal Ball with Zapier?

No. Users only need their API Key

Are there any API token limits in Crystal Ball when I use Crystal Ball with Zapier?

No, there are no token limits when using Crystal Ball with Zapier.

Are there any webhook subscription limits in Crystal Ball when I use Crystal Ball with Zapier?

No. Crystal Ball doesn't have any webhook subscription limits when you use Crystal Ball with Zapier.

Are custom fields in Crystal Ball supported when I use Crystal Ball with Zapier?

No, Crystal Ball does not support custom fields.

Does Crystal Ball use real trigger samples from my Crystal Ball account?

Yes, Crystal Ball provides real trigger samples from your Crystal Ball account.

What kind of Crystal Ball hosted account can I use with Zapier?

Crystal Ball's Zapier integration supports cloud-hosted accounts only.

Connecting with Crystal Ball

When you create a Crystal Ball Zap, you'll be asked to enter your Crystal Ball API key.

Crystal Ball API Key

To locate your API Key in your Crystal Ball account, please follow these steps:

1- Login in to your account https://app.crystalballinsight.com/login
Your user is: contact@zapier.com (I think we sent you a password while developing the integration, if not just create a new account for Free)
2- Go to this page https://app.crystalballinsight.com/api-key
3- Give a name to the "Token Name"
4- Click on the "Generate" button
5- Click on "Copy" to copy the API key to your clipboard

Paste your key back into your Zapier account and then “Continue.”

If all steps were successful, your Crystal Ball account will be connected.

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