CRMs

detected integrates very easily with all crms, broadly there are 2 types of an integration 1 detected initiating the onboarding & creating the record in the crm (detected initiating) 2 crm initiating the onboarding and detected updating the crm record (crm initiating) 1 detected initiating detected initiating 1 docid\ slquwtgips8q2z d88ptq compliance led this flow has compliance creating the profile in detected first before reaching out to the customer to complete onboarding with all information flowing back to the crm detected initiating 2 docid 8c0gxquugpsqllr807d p customer led this flow has the customer starting the onboarding journey in detected with all information flowing back to the crm detected initiating 3 docid\ x1ptgipz6xeihvhzpe5 y customer led + edd this flow has the customer starting the onboarding journey in detected but also showing compliance teams requesting more information from the customer with all information flowing back to the crm 2 crm initiating crm initiating 1 docid\ hcisd3pd5hcleqt9qxwzw simple email trigger 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 crm initiating 2 docid\ dpubdynahin0srlijim4z add company via crm then trigger onboarding 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