CRM: Integrations & External CRM Adapters
Provider adapters (HubSpot/Salesforce and future systems) with mapping, retry, and state tracking.
Capability
How it works
- 1 Integration schema/runtime added for provider connections, sync state cursor tracking, and dead-letter replay controls (crm_integrations, crm_integration_sync_state,...
- 2 Adapter registry framework added with provider-specific adapters for HubSpot and Salesforce (hubspot, salesforce) using structured mapping...
- 3 Integration operator APIs added for listing connections, running sync cycles, listing DLQ records, and replaying DLQ...
- 4 Integration sync now records CRM activity entries for traceability and updates per-integration sync metadata (cursor, failures,...
Operational outcomes
- Integration schema/runtime added for provider connections, sync state cursor tracking, and dead-letter replay controls (crm_integrations, crm_integration_sync_state,...
- Adapter registry framework added with provider-specific adapters for HubSpot and Salesforce (hubspot, salesforce) using structured mapping...
- Integration operator APIs added for listing connections, running sync cycles, listing DLQ records, and replaying DLQ...
Integration boundaries
- Intake & Qualification
- Accounts & Contacts
Proof model
Feature-level proof
Integrations & External CRM Adapters scope is defined in product module catalog.
verified
docs/products/crm/product.md · Module Catalog > Integrations & External CRM Adapters
CRM modules support intake processing, route projection, and qualification lifecycle evidence.
verified
docs/products/crm/product.md · Module Catalog > Intake & Qualification
Code: backend/services/crm/internal/modules/intake
Contract: proto/crm/intake/v1
CRM intake and qualification flows are implemented in dedicated modules and contracts.
verified
docs/products/crm/product.md · Module Catalog > Intake & Qualification
Code: backend/services/crm/internal/modules/intake
Contract: proto/crm/intake/v1
Solution routes that reuse this feature
Open these solution and feature-map routes to test this behavior in end-to-end buyer workflows (1).
Commercial to execution
Outcome: Converted commercial records move into execution with less re-entry and clearer ownership.
Commercial handoff friction drops when conversion and execution planning are connected by shared identifiers.
Continuity routes for this capability
Route-level continuity checks where this feature appears in product-pair workflows.
Revenue-to-Execution
Formula: Execution-Aware Sales -> Load Lifecycle
Open continuity routeZero-to-Onboarded
Formula: CRM -> TMS
Open continuity routeOperational validation path
Use adjacent feature and solution routes to inspect how this capability participates in cross-product execution.