Once connected, your shop system and your CRM keep each other up to date automatically. No double entry, no duplicates, no stale records.
Synced automatically about every 5 minutes, in both directions.
Four things happen quietly in the background, every run.
Enter a new customer in RPM or directly in Urable, and they show up in the other system on the next run.
Change a customer's details on either side and the sync carries that update across automatically.
Every sync moves the full customer record, so nothing gets left behind.
Existing customers are matched by email or phone, so the same person never gets created twice.
Beyond keeping contacts in sync, each Urable event sends the deal straight to the matching stage in your RPM pipeline.
The moment a customer is added in Urable, they appear in your pipeline as a fresh lead.
When a job is created in Urable, their card moves to Quoted and the job value is recorded.
When the invoice is paid in Urable, the opportunity closes as a won deal and the revenue is captured.
Three things automatically happen the moment a change is made in Urable.
A new customer is added, a job is created, or an invoice is paid.
Our system instantly finds the matching contact in your RPM account by phone number first, then email as a backup. No manual lookup needed.
The opportunity card moves to the correct stage and the job value is recorded, without anyone touching it.
Two notes worth understanding if you come across them.
If a contact exists with only a phone number and no name, the sync skips it on purpose. That keeps your shop database clean instead of filling it with nameless records.
If a customer already lives in both systems but was never connected, the sync recognizes the match by email or phone and links the two records together. If there is no match anywhere, a fresh record is created from the existing data.
To connect the two systems, here are three quick steps inside Urable you will only need to do once.
From the Urable menu, tap Settings (the gear icon).
Inside Settings, find the Developer heading. Your key lives in the Access Token row.
Tap SHOW to reveal the token, then use the copy icon to grab it. Paste that value wherever RPM asks for your Urable API key.
Once connected, your shop system and your CRM keep each other up to date automatically. No double entry, no duplicates, no stale records.
Synced automatically about every 30 minutes, in both directions.
Four things happen quietly in the background, every run.
Enter a new customer in RPM or directly in Urable, and they show up in the other system on the next run.
Change a customer's details on either side and the sync carries that update across automatically.
Every sync moves the full customer record, so nothing gets left behind.
Existing customers are matched by email or phone, so the same person never gets created twice.
Two small behaviors worth understanding.
If a contact exists with only a phone number and no name, the sync skips it on purpose. That keeps your shop database clean instead of filling it with nameless records. Add a name in RPM and the contact syncs on the next run.
If a customer already lives in both systems but was never connected, the sync recognizes the match by email or phone and links the two records together. If there is no match anywhere, a fresh record is created from the existing data.
You will only do this once, to connect the two systems. Three quick steps inside Urable.
From the Urable menu, tap Settings (the gear icon).
Inside Settings, find the Developer heading. Your key lives in the Access Token row.
Tap SHOW to reveal the token, then use the copy icon to grab it. Paste that value wherever RPM asks for your Urable API key.
Once connected, your shop system and your CRM keep each other up to date automatically. No double entry, no duplicates, no stale records.
Synced automatically about every 30 minutes, in both directions.
Four things happen quietly in the background, every run.
Enter a new customer in RPM or directly in Urable, and they show up in the other system on the next run.
Change a customer's details on either side and the sync carries that update across automatically.
Every sync moves the full customer record, so nothing gets left behind.
Existing customers are matched by email or phone, so the same person never gets created twice.
Two small behaviors worth understanding.
If a contact exists with only a phone number and no name, the sync skips it on purpose. That keeps your shop database clean instead of filling it with nameless records. Add a name in RPM and the contact syncs on the next run.
If a customer already lives in both systems but was never connected, the sync recognizes the match by email or phone and links the two records together. If there is no match anywhere, a fresh record is created from the existing data.
You will only do this once, to connect the two systems. Three quick steps inside Urable.
From the Urable menu, tap Settings (the gear icon).
Inside Settings, find the Developer heading. Your key lives in the Access Token row.
Tap SHOW to reveal the token, then use the copy icon to grab it. Paste that value wherever RPM asks for your Urable API key.

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