Prospect 365 connects with a Personal Access Token (PAT) rather than OAuth. Sync CRM and pipeline metrics (contacts, opportunities, and related OData endpoints) into connected KPIs. Requires [Business+].
At a glance
Connection type: Personal access token (PAT)
Status: Available
Plan: Business+
Data points: 21 metrics available in the KPI catalog
Metrics you can track
Connected KPIs can sync the following categories from Prospect 365. See Data points for the complete catalog with descriptions.
CRM: Active Companies, Active Contacts, New Contacts, Total Activities, Total Companies (+1 more)
Sales: Active Leads, Active Opportunities, Average Deal Size, Converted Leads, Lead Conversion Rate (+10 more)
Documentation in this folder
Quick start
Open Workspace Settings → Integrations and connect Prospect 365.
Complete authentication (OAuth popup, PAT paste, or API key) and select the account, property, repo, or location when prompted.
On KPIs & Dashboards, create a KPI, choose Connected, and pick your Prospect 365 connection.
Select a data point from the catalog (see the Data points article in this folder for the full list).
Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.
Learn more
Full setup walkthrough: Setup & usage
Permissions and scopes: Access & permissions
Example dashboards and KPIs: Use cases