CRM Generic for REST API Profile Lookup/Download

Outbound Type CRM is used to integrate OPERA Cloud CRM functionality such as Profile Lookup and Download and Create Enrollment for any CRM System that follows OPERA Cloud REST APIs specification and standards.

• Outbound Code can be created at Global (Chain) or Property level context based on the CRM system integration requirement.

• Select Outbound Type CRM.

• Enter a unique outbound code, for example: CRMCHAIN1.

• Enter a description for the CRM System summary.

• Enable External System, Enable Conversions, and External Property Code. When Enable External system is selected:

  • External System code gets created automatically same as Outbound Code with Lookup flag is enabled.

  • External Database code gets created automatically same as Outbound Code and the same code is available for Profile Lookup.

• Protocol is defaulted with REST for CRM integration.

• Select Authorization Type Basic or Oauth with respective authorization details based on the CRM system details provided.

• Enter the REST API Base URL Service Path provided by CRM system:

  • For example, https://api.mycrmsystem.com/apis/.

• Save the Outbound Code configuration.

  Note:

  Refer to Profile Lookup for more information.