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How to connect Growth Circuit AI to your CRM in 7 steps

Quick answerTo integrate Growth Circuit AI, choose your platform and mode, create least-privilege API credentials, deploy the connector in your own cloud, map your property names, run the preflight check, test in a sandbox, then go live with approvals and a control group. Your customer data stays in your CRM.

Status: reference connector, version 0.1. Tested end to end on a mock platform. The CleverTap adapter follows CleverTap’s public API and has not yet run on a live account, so every pilot starts in a sandbox.

Choose your platform and mode

Pick your CRM. Usually your CRM filters and sends, so your data stays put. In hybrid mode a separate sender needs recipients, passed through memory only.

Create least-privilege credentials

Make new API credentials that can create campaigns and read counts, but cannot export users or change settings.

Deploy the connector in your own cloud

Run the small connector service in your cloud account, behind HTTPS. Your API keys never leave your environment.

Map your property names

Tell the connector what your CRM calls purchases, engagement, installs and app opens. Gaps are reported, never guessed.

Run the preflight check and a dry run

See exactly which request would be sent. Nothing leaves your network until you switch live mode on.

Test in a sandbox with a small audience

Compare the connector’s count with a segment built by hand. Create a test campaign and confirm it appears in your CRM.

Go live with approvals on

Every campaign needs a named approver, a control group and a frequency cap. Start small and review after 24 hours and 7 days.

Platform support

What works with what, today

Platform	Mode	Status
CleverTap	In your CRM	Most complete adapter. Built from the public API, not yet run on a live account.
MoEngage	In your CRM	Plan-only. Push and email drafts, publish after approval.
WebEngage	In your CRM	Reference mode: pick an approved segment or journey by name.
Zoho CRM	Hybrid	Builds the audience query. A sender needs the recipients.
Gupshup	Channel	WhatsApp sender with approved templates. No audience of its own.

What your team needs

A sandbox or test project in your CRM
Someone who can create API credentials
A small server or container in your cloud account, with HTTPS
A list of the properties and events for purchases, engagement, installs and app opens
A named approver for every campaign

What we bring

The documented reference connector
A preflight check that shows what is missing
Deployment files and platform guides
A security summary for your IT and legal teams
A go-live checklist and a pilot plan

Frequently asked questions

Does my customer data leave my CRM?

Not when your CRM does the sending. Your CRM filters its own customers and returns counts. We send a filter and a campaign definition, not a customer list.

How long does integration take?

It depends on API access, your security review and how your properties are set up. Once credentials and the field map exist, a sandbox test is quick. Production approval usually takes longer.

Which CRMs work today?

CleverTap has the most complete adapter. MoEngage is plan-only, WebEngage works in reference mode, Zoho CRM is hybrid and Gupshup is a WhatsApp sender. Each is verified in a sandbox before a pilot.

What do you provide?

A documented reference connector you run in your own cloud account, with a preflight check, deployment files, platform guides, a security summary and a go-live checklist.

Want to pilot the connector with your CRM?

Tell us which platform you use and what you would run first. We reply within two working days.

Request a connector pilot