CRM integration - contact data synchronization

A) S-360 → CRM. Webhook Set-up

Before you start this process, make sure the customer has provided you with the webhook URL from the receiving application, ie the CRM system. 

1. Connect to your back office and in the Organization menu, Click on Tools, then on List of Interfaces. 

   
   
   

2. Click on +NEW

3. In Interface, select Firehose Contact

   
   
   

4. Click on NEXT

5. In Type, select Contact Webhook V2

   
   
   

6. Click on NEXT
   
   

7. Fill the fields as follows: 

   1. General

      1. Name your interface

      2. Enter the URL provided by the customer's CRM system

      3. Set the same values for the required numbers

      4. In the list of Data sen: 
         - GENERAL will send the values of the call getContactData
         You can add for example (separated by a comma): 
         - ADDRESSES
         - AUTHORIZATIONS
         - CRITERIA
         

         
         
         

   2. Schedules
      You can set up how you want the data to be pushed (automatic VS manual & its frequency.)

      1. Click on +NEW

      2. Function: select Notify change in contact

         
         
         

      3. Apply the following set-up, then click on Schedule in the bottom right corner
         With the following configuration, contacts that have changed will be sent to the webhook by batches of 100, once every minute. 

B) CRM → S-360. API Set-up

When a contact is changed in your CRM system, you need to call an S-360 API to push the change to S-360.
To do so, you need to use the saveIndividualContactData method. 

You will find the main template and some demo use cases below: 

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