CRMs

detected integrates very easily with all crms, there are multiple options but the 2 which are the most common / best practice docid\ hcisd3pd5hcleqt9qxwzw this flow triggers an email notification to a customer from a lead/account/opportunity from the crm and ensures the right references are set to link the detected profile to the record in the crm docid\ dpubdynahin0srlijim4z this flow has the crm create the profile via apis and then trigger the required onboarding to the user, it also ensures the right references are set to link the detected profile to the record in the crm docid\ cljqbvtx4sf2wwuhunf04 this flow has the crm create the profile via apis, compliance then complete a review of the profile, assign and configuration and trigger the notification to the user to complete the required onboarding steps