Know True-Up can integrate with and CRM like Salesforce using the KTU API. 
An example is creating a user in Know True-Up when a Salesforce Opportunity changes stage to Closed Won.

To help make this simple, use a Workflow Automation tool that integrates to your CRM like Zapier to trigger an API call into Know True-Up.  You can use any integration tool to accomplish this.

Below is an example using Zapier.  You will need to modify this (what triggers it, what fields you want) based on your specific needs and how you use your CRM.

Documentation on the users API endpoint: documentation

1. Create a new Zap, in this case named "Know True-Up User Zap".
2. Add a Trigger:
   App = Salesforce
   Event = Updated Field on Record
   Salesforce Object = Opportunity
   Field = Stage
   Field Updated to = Closed Won
3. If you need to filter any additional fields, add "Only continue if" Filter, for example if "Contract Type" = "Pros Package"
4. Add a Custom Request Webhook:
   Method = POST
   URL = https://api.solardatapros.com/api/v1/users
   Data Pass Through = False
   Data = JSON API call.  Substitute Salesforce fields for the appropriate fields, ie lastName=LastName.   
   Example:
   {"user": {"firstName": "SF_FIRSTNAME", "lastName": "SF_LASTNAME", "email": "SF_EMAIL", "enableAccess": "1", "enableEmails": "1"}, "account": {"xid": "SF_ACCOUNTID", "phone": "SF_PHONE", "addressOne": "SF_STREET", "city": "SF_CITY", "state": "SF_STATE", "zip": "SF_ZIP", "isLead": "0"}, "plan": {"name": "SF_CONTRACT_TYPE", "nameMatch": "Pros"}, "sendEmailTemplate": "KTU_EMAIL_TEMPLATE_NAME", "test": "0"}
   Test with "test=1" so the user will not get created but you will get the email to see if it works,
   Unflatten = Yes
   Headers = Api-Key=KTU_API_KEY, Access-Token=KTU_ACCESS_TOKEN, Content-Type=application/json
   Get your Api-Key and Access-Token values from your KTU rep.
5. Add a Path with 2 paths (one for success and one for failure):
   
   Path1
   Name = "Path Failure"
   Filter = Only continue if = success contains false
   Send Outbound Email, example:
   Subject: Zapier Failure
   To: YOUR_EMAILS
   Body:
   Zapier failure calling the Know True-Up API.<br> <br>
<table border="1" cellpadding="5" style="border-collapse:collapse; padding:10px;"><tr><td>Salesforce Opportunity:</td><td><b>SF_NAME</b></td></tr> <tr><td>API response:</td><td><b>KTU_RESPONSE_MESSAGE</b></td></tr> </table><br> <table border="1" cellpadding="5" style="border-collapse:collapse; padding:10px;"> <tr><td>First Name:</td><td><b>SF_FIRST_NAME</b></td></tr> <tr><td>Last Name:</td><td><b>SF_LAST_NAME</b></td></tr> <tr><td>Email:</td><td><b>SF_EMAIL</b></td></tr> <tr><td>Phone:</td><td><b>SF_PHONE</b></td></tr> <tr><td>Address:</td><td><b>SF_STREET<br>SF_CITY, SF_STATESF_ZIP</b></td></tr> <tr><td>Plan Name:</td><td><b>SF_CONTRACT_TYPE</b></td></tr> </table><br> <br> COMPANY_NAME<br>
   Force Linebreaks = false
   
   Path2
   Name = "Path Success"
   Filter = Only continue if = success contains true
   Send Outbound Email, example:
   Subject: Zapier Success
   To: YOUR_EMAILS
   Body:
   Zapier success calling the Know True-Up API.<br> <br>
<table border="1" cellpadding="5" style="border-collapse:collapse; padding:10px;"><tr><td>Salesforce Opportunity:</td><td><b>SF_NAME</b></td></tr> <tr><td>API response:</td><td><b>KTU_RESPONSE_MESSAGE</b></td></tr> </table><br> <table border="1" cellpadding="5" style="border-collapse:collapse; padding:10px;"> <tr><td>First Name:</td><td><b>SF_FIRST_NAME</b></td></tr> <tr><td>Last Name:</td><td><b>SF_LAST_NAME</b></td></tr> <tr><td>Email:</td><td><b>SF_EMAIL</b></td></tr> <tr><td>Phone:</td><td><b>SF_PHONE</b></td></tr> <tr><td>Address:</td><td><b>SF_STREET<br>SF_CITY, SF_STATESF_ZIP</b></td></tr> <tr><td>Plan Name:</td><td><b>SF_CONTRACT_TYPE</b></td></tr> </table><br> <br> COMPANY_NAME<br>
   Force Linebreaks = false
6. Test your Zap