Can I connect PropExecutor to my CRM?
Quick answer
Yes, through the API. A CRM integration typically syncs accounts and their status, assigns accounts to traders on purchase, and pulls reports for payout workflows. Most CRMs support webhooks or scheduled jobs that can call the PropExecutor API with a key scoped to what they need.
Detailed answer
PropExecutor does not include a CRM, so it is built to sit alongside one.
What to sync
- Accounts per trader: list accounts and match them to CRM contacts by email.
- Status: active, passed or breached, with dates and reasons.
- Results: profit, drawdown and trading days from analytics or reports.
Writes from the CRM
- Assign an account to a trader after purchase.
- Unassign and rotate credentials when an account changes hands.
Patterns
- Event-driven: your checkout or CRM calls the API at the moment of a sale.
- Scheduled: a job every few minutes or hours updates statuses.
Planned improvement
Outgoing webhooks from PropExecutor, which would notify your CRM of passes and breaches as they happen, are documented as planned. Until then, scheduled polling is the reliable approach.
Scopes
Give the CRM accounts:read, plus accounts:write and credentials:read only if it assigns accounts and sends credentials.
PropExecutor team · Updated