Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

CRM Integration

CRM Integration with Perspio empowers organisations to synchronise customer relationship management (CRM) data—such as contacts, contracts information, deals and tickets —with operational telemetry and analytics workflows in real time and at scale. Perspio achieves this through its Perspio Data Connector Library, supporting direct API polling to ingest CRM data, and can push back updates, or service acknowledgements into source CRM systems.

What Do We Mean by CRM Integration?

Can be leveraged to create deals a pre-populate tickets and book services, carrying over the actions made in Perspio to the company's preferred CRM.

CRM integration refers to the automated exchange of structured customer and sales data between third-party CRM platforms and Perspio. By bringing together CRM records—such as contact IDs and contract details —with real-time device data can be leveraged to create deals a pre-populate tickets and book services, carrying over the actions made in Perspio to the company's preferred CRM through workflow automation.

How Do We Do It?

Perspio supports Direct API Integration for CRM data:

  • Perspio™ polls CRM providers’ REST or GraphQL APIs at configurable intervals to fetch contacts, leads, accounts, and opportunity records in bulk or for historical back-fills.

What Data Do We Like to Have?

To maximise the value of CRM integrations, Perspio™ prefers the following fields in each record:

  • Contact & Account Identifiers (unique IDs for mapping to customer profiles)

  • Opportunity & Lead Details (e.g., stage, value, close date)

  • Custom Attributes (e.g., industry, region, segmentation tags)

  • Timestamps & Status Codes (ISO 8601 formatting for event ordering and audit trails)

What Data Do We Like to Push Back In?

Perspio™ not only ingests CRM data but can also write enriched outputs back into the source systems:

  • Lead & Opportunity Updates (e.g., score adjustments, next-action dates)

  • Task & Activity Creation (e.g., follow-up tasks for sales reps)

  • Service Acknowledgements (e.g., “quote sent,” “case resolved”)

  • Custom Field Enrichments (e.g., predictive insights, risk scores)

  • Workflow Triggers (invoking CRM-native automations or Power Automate flows)

 

Which Ones Exist Now?

Explore our full catalog of Perspio Data connectors on the Perspio™ Developer Hub:

  • Connectors Directory: Data Connectors List

  • CRM & Sales Platforms:

    • Salesforce (via REST API and Platform Events)

    • Microsoft Dynamics 365 (via Microsoft Dataverse connector)

    • HubSpot CRM (REST APIs & Webhooks API)

    • Zoho CRM, Pipedrive, SugarCRM (generic API connectors)

 

For a complete, up-to-date list of CRM integrations—and to request new connectors—please visit our connectors catalog or contact support@inauro.io.