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Tracxn Integration

The Tracxn Integration snap-in integrates DevRev with Tracxn to automatically populate the Account object with detailed company information fetched from Tracxn's API. It streamlines the process of updating and enriching account records within DevRev using data from Tracxn.

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For more information, refer to the Tracxn Integration snap-in on the DevRev marketplace.

Installation

  1. Go to the Settings > Integrations > Snap-ins.
  2. Click Explore Marketplace.
  3. Search for Tracxn and click Install next to the Tracxn Integration snap-in.
  4. In DevRev app, setup the connection in Settings > Snap-ins > Connections on top. a. Search and choose an existing connection or create a new one by clicking + Connection. b. Select Snap-in Secret from the dropdown list. c. Give it a name and paste your Tracxn API private key in the Secret field. d. If you want to make the connection public for your organization, toggle on Make public.
  5. Update the snap-in configurations as needed.
  6. Deploy the snap-in.

How to uninstall

  1. Go to menu located under Snap-ins > Tracxn Integration.
  2. Select Remove snap-in to permanently delete the snap-in from your organization.