What is the process requesting a customized integration?
Call your AccountAccountAccount refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. Manager for details.
What is the difference between one-way and bi-directional integrations?
One-way integrations would be, for instance, from your ERP system, when you only want to replace the dataDataData is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. in the CRM with data from the ERP system but you do not want any data coming from the CRM to the ERP.
Bi-directional integrations are when data can flow from the ERP to the CRM and data can go from the CRM to the ERP system – the only important point would be to establish userUserUser means a person who uses or consumes a product or a service, usually a digital device or an online service. rights and field permissions before you setup any process.
To make that work simpler and easier Pipeliner CRM integrates with the widest range of other systems.