CRM Integration¶
Integrate Gohorto with your CRM system to sync user data and interactions.
Integration Overview¶
Benefits¶
- Unified customer view
- Automated data sync
- Improved tracking
- Better reporting
Supported CRMs¶
- Salesforce
- HubSpot
- Microsoft Dynamics
- Custom CRM via API
Setup Process¶
Step 1: Configure API Access¶
- Obtain API credentials
- Set up authentication
- Configure permissions
Step 2: Map Data Fields¶
- Map user fields
- Map interaction fields
- Configure sync rules
Step 3: Set Up Sync¶
- Configure sync frequency
- Set up webhooks
- Test integration
Data Synchronization¶
User Data¶
- Profile information
- Contact details
- Role assignments
- Program participation
Interactions¶
- Application submissions
- Session bookings
- Task completions
- Progress updates
Best Practices¶
- Data Mapping: Carefully map fields between systems
- Sync Frequency: Set appropriate sync intervals
- Error Handling: Handle sync errors gracefully
- Data Validation: Validate data before syncing
- Monitoring: Monitor sync health regularly
Next Steps¶
- Review Integration Examples
- Learn about API Endpoints