CRM integration
On This Lesson 4 topics
This lesson is planned. The outline below lists the topics it will cover. The full lesson has not been published yet.
In this lesson
integrate the CRM for profiles, service cases, and marketing consent.
Planned topics
- Decide the master for each item: customer identity (platform or CRM), service cases (CRM), marketing consent (one authoritative store).
- Consent must propagate quickly and reliably; withdrawal is the urgent direction.
- Service agents need a single view: orders from the platform, cases from the CRM; show it through APIs rather than copying everything.
- Plan for merge and duplicate handling of customers.
Draft outline details
Demonstration
a ownership table with consent as a first-class event: "consent withdrawn" published by the preference center, consumed by CRM, email tool, and analytics.
Check your understanding
Which direction of consent change is the urgent one?
Show answer
Withdrawal, because continuing to market is a compliance breach.
Practice
Apply this lesson with the module's lab, exercises and quiz.
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