CRM and External-System Integration Planning
Plan how AxoDesk should exchange contacts, conversation context, and workflow events with your external systems.
Step-by-Step Guide
Confirm the Integration Path
Open Settings → Integrations and review the providers available in your workspace. If your CRM is not listed, discuss a webhook, API, CSV, or custom integration path with AxoDesk sales or support.
Screenshot: Integrations marketplace overview
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Define the Data Contract
List the exact objects and fields to exchange: contacts, companies, conversation links, labels, lifecycle stage, order details, or custom attributes. Decide which system owns each field.
Screenshot: Field mapping planning table
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Choose Sync Direction
For each field, decide whether data should flow AxoDesk → external system, external system → AxoDesk, or both. Avoid bidirectional writes unless there is a clear conflict-resolution rule.
Use Webhooks for Events
For event-driven workflows, configure outbound webhook requests or provider-specific callbacks where supported. Your receiving system should verify signatures or shared secrets and handle retries safely.
Test Before Production
Use a staging workspace or test records before syncing real customer data. Validate field mapping, duplicate handling, opt-out flags, error behavior, and rollback steps.
Tip: Document the lawful basis and retention rules for any personal data sent to an external system.
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