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🔗 CRM — Integration Patterns

All Integration Patterns

Outbound Integrations

Integrations where CRM is the initiating party.

Target Style Trigger Description
eCommerce Platform 📦 Batch Sync scheduled-nightly The CRM exports a nightly delta of customer profile updates to the eCommerce Platform to keep preference, segment, and c

Inbound Integrations

Integrations where CRM is the receiving party.

Source Style Trigger Description
Clienteling App 🔄 Synchronous API associate-lookup Associates use the Clienteling App to retrieve a unified customer 360 view from the CRM — purchase history, preferences,
OMS 📨 Event-Driven order-completed Completed orders are published as events and consumed by the CRM to update the customer's purchase history, lifetime val