There are three ways how you can integrate Docsify and Your CRM to get more from mutual cooperation:
Auto-BCC to your CRM. The email that you send from Gmail/Gsuite can automatically appear in your CRM. To do that, come to Dashboard - Settings - General- BCC. And put your unique BCC email address from your CRM.
Integration via API. You can integrate Docsify with your CRM using our an open API. The unique Personal API Token you may find in Dashboard - Settings - API
Integration with more than 1000 apps via Zapier. You can connect Docsify with any other app for example with CRM via Zapier. To do it, go to Dashboard - Settings - API - Zapier Integration.