Lime CRM

Your Lime CRM,connected once for everyone.

A workspace admin connects Trale to your Lime application with one API key. Each colleague is matched to their own Lime user, so what Trale writes to Lime carries the right name.

What connecting does

One connection for the whole workspace.
A Lime API key belongs to an API user, so an admin connects once and every colleague works through it.
Connections
Everyone writes as themselves.
Each colleague is matched to their Lime user by email when the workspace connects, so notes and tasks carry the right coworker.
The key is checked before it is saved.
Trale asks Lime whether the key works and says why if Lime refuses it. Replace the key under Connections.
Connections

Good to know

Where is the API key stored?: Encrypted in Trale's vault, readable only by Trale's servers. Nobody in the workspace sees it again, admins included.
What can Trale reach in Lime?: What the API user you created may reach. Give it the groups it needs in Lime Admin and nothing more.
What happens when we disconnect?: Trale deletes the key and every colleague's match at once. Nothing in Lime is changed.

Two steps to connect

1
Create an API user in Lime.Admin
Add a user of type API to the Users group and generate its API key.
Lime AdminUsers
2
Connect in Trale.Admin
A workspace admin pastes the application URL and the API key.
Connections

Start using Trale with Lime CRM

Capture every meeting and keep Lime CRM up to date automatically.

Start free trial