Documentation Index
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CRM integrations keep customer context next to internal work. The hardest part is agreeing which system owns which field—decide that before you flip the sync on.
Supported paths
- Official partner connectors (see partner guides)
- CSV or API-based sync via developer tools
When to use each
Partner connectors trade flexibility for speed. Custom sync suits unusual object models or heavy transformations mid-pipeline.
Data expectations
Define which objects sync and how conflicts resolve. Document owner fields so automation behaves predictably.
Conflict rules
“CRM wins” vs “product wins” should be explicit for every field. Ambiguity shows up first when sales reassigns accounts during a territory change.
Privacy
Limit synced fields to the minimum needed for your workflows and review access regularly.
Retention
Align deletion policies: when a CRM record disappears, decide whether related artifacts should archive, anonymize, or remain linked for audits.
