CRM Integration

AuthScape provides built-in support for bidirectional synchronization with popular CRM systems. This allows you to keep your user data in sync between AuthScape and external CRM platforms.

Supported CRM Providers

• Microsoft Dynamics 365 - Full support for contacts and accounts
• Salesforce - Coming soon
• HubSpot - Coming soon
• Google Contacts - Coming soon

Features

Bidirectional Sync

Changes made in either system are automatically synchronized:

• Outbound Sync: When users are created or updated in AuthScape, changes are pushed to your CRM
• Inbound Sync: When contacts are modified in your CRM, changes are pulled into AuthScape

Field Mapping

Configure which AuthScape user fields map to which CRM fields. The system supports:

• Standard fields (name, email, phone)
• Custom fields defined in your CRM
• Transformation rules for data conversion

Real-time Updates

Set up webhooks to receive instant notifications when CRM records change, enabling real-time synchronization without polling.

Getting Started

1. Navigate to User Management > CRM Integration in the admin portal
2. Click Add Connection to configure your CRM provider
3. Set up entity mappings (e.g., User → Contact)
4. Configure field mappings for each entity
5. Enable the connection to start syncing

Architecture

┌─────────────────┐     ┌─────────────────┐     ┌─────────────────┐
│   AuthScape     │────▶│  CRM Sync       │────▶│   CRM System    │
│   Users         │◀────│  Service        │◀────│   (Dynamics,    │
│                 │     │                 │     │   Salesforce)   │
└─────────────────┘     └─────────────────┘     └─────────────────┘

Configuration

CRM credentials are configured in your appsettings.json:

{
  "CRM": {
    "Dynamics365": {
      "ClientId": "your-client-id",
      "ClientSecret": "your-client-secret",
      "TenantId": "your-tenant-id",
      "Environment": "your-org.crm.dynamics.com"
    }
  }
}

See the provider-specific documentation for detailed setup instructions.