CRM Integration

The following reference architecture shows the most common integration pattern used when integrating any CRM with the Detected platform.

Overview

1. Company on boards using the detected platform
2. Clients CRM checks the profiles API for any new companies added

Steps in detail

Company on boards using the detected platform

Using the portal link clients complete the onboarding process, as soon as they have completed the add company step an initial profile is created in the detected platform and then continually enriched as the user creates actions. 

Clients CRM checks the profiles API for any new companies added

The CRM (or integration layer) regularly calls the profiles API and checks for any newly created or updated profiles.

API Usage

This reference architecture uses the following Detected APIs:

Profiles