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Evo CRM Integration

Evo CRM integration connects EvoNexus to the AI-powered CRM platform for managing contacts, conversations, pipelines, and labels.

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Setup

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1. Get Your API Credentials

  1. Deploy or access your Evo CRM instance — see github.com/evolution-foundation/evo-crm-community
  2. Generate an API token from the CRM admin settings
  3. Copy your CRM URL and API Token

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2. Configure .env

Set this via terminal (nano .env) or the dashboard .env editor.

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3. Test the Connection

Claude uses the int-evo-crm skill to query the CRM API and return your data.

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What It Does

The Evo CRM integration provides:

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Skills That Use Evo CRM

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Use Cases

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Sales Pipeline Management

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Customer Lookup

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Conversation History

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Evo CRM + Evolution API

Evo CRM works best alongside Evolution API or Evolution Go. The CRM manages customer relationships and pipelines, while the Evolution messaging APIs handle WhatsApp communication. Together, they provide a complete customer engagement stack:
  • Evo CRM — contacts, pipelines, conversation management
  • Evolution API / Go — message delivery and WhatsApp instance management

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Security Notes

  • The API token has full access to your CRM data. Use scoped tokens if available.
  • Never commit .env to version control. The .gitignore already excludes it.
  • The dashboard masks the token in the .env editor (displayed as *****).