CRM Integration Package. @crm-integration

The CRM Integration Package connects your application to your CRM — HubSpot, Salesforce, Dynamics, Pipedrive, or equivalent — for a defined set of workflows: signups becoming contacts, product events becoming activities, usage signals updating deals, or lifecycle stages flowing back into the product. The finish state is those workflows running reliably in production, with a written field-mapping contract, one agreed source of truth per field, and failures that alert instead of silently dropping records.

Complex integrations with CRMs, ERPs, and third-party APIs are core Scrums.com engineering territory. The discipline this package enforces is the mapping contract: every field has one owner and one direction, which is what keeps a CRM integration from decaying into two systems that disagree.

Workflow & Field Mapping

The workflows defined precisely — objects, triggers, directions — and a field-by-field mapping contract naming the source of truth for every synced property.

Integration Build

The integration implemented against the CRM's APIs with rate-limit awareness, pagination, batching, and webhook or polling triggers as the workflows require.

Identity & Deduplication

Matching rules that decide when a product user and a CRM contact are the same person, duplicate-safe upserts, and a defined merge policy for conflicts.

Monitoring & Failure Handling

Sync logs, retry with backoff, a dead-letter path for unprocessable records, and alerting — so a broken sync is a ticket, not a quarter-end surprise.

1. Scope — Fix the workflows, the field-mapping contract, identity rules, and the CRM sandbox for testing.
2. Build — Implement and test the sync against sandbox data, including backfill of existing records where agreed.
3. Handover — Production cutover, monitoring live, and the mapping contract documented for both product and revenue teams.

The CRM Integration Package is a menu item on the Scrums.com delivery catalog, available at every plan tier. Add it to your plan backlog and your delivery team schedules it like any other item — scoped, tracked, and reported through the SEOP. See Delivery Plan Tiers.

What is in scope for one package?

One CRM, up to a handful of defined workflows, and the objects they touch. A full bidirectional sync of every object is a bigger animal — that is the Two-Way SaaS Data Sync item.

Our CRM data is full of duplicates. Does that block the work?

No, but it shapes it. The identity rules handle matching going forward; a historical dedupe of the CRM itself can be scoped as a companion task if it is bad enough to matter.

What about marketing tools downstream of the CRM?

Connecting product events to marketing platforms — segments, journeys, attribution — is its own menu item, the Marketing Automation Integration. The two share the same identity groundwork.