Providers

A Provider is a connection to one account in an external system — a CRM, ATS, power dialer, or any other sales tool. Providers are how SalesDash receives data.

One provider per account

If your team uses two separate Teamleader accounts, you create two separate providers. Each provider has its own credentials, its own sync schedule, and its own set of external identities.

How providers bring in data

Providers use one of two mechanisms:

Scheduled processes pull data from the external system's API on a recurring schedule — typically every hour. You configure which data to pull and how often.

Webhooks receive data pushed from the external system in real time. The external system sends an event to SalesDash whenever something happens — a call ends, a deal is updated, a form is submitted.

Some providers support both; some only one. The documentation page for each provider describes which mechanisms apply and how to set them up.

What providers create

When a provider runs, it creates or updates two things:

• External identities — one for each user, project, or other entity found in the external system
• Activities (or calls, sales, periods) — one for each event record, attributed to the resolved agent

Configuring a provider

Providers are configured under Providers in your tenant admin. Each provider type requires its own credentials and settings. See the specific provider documentation for setup steps.