CRM Generic for REST API Profile Lookup/Download
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Outbound Code can be created at Global (Chain) or Property level context based on the CRM system integration requirement.
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Select Outbound Type CRM.
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Enter a unique outbound code, for example: CRMCHAIN1.
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Enter a description for the CRM System summary.
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Enable External System, Enable Conversions, and External Property Code. When Enable External system is selected:
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External System code gets created automatically same as Outbound Code with Lookup flag is enabled.
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External Database code gets created automatically same as Outbound Code and the same code is available for Profile Lookup.
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Protocol is defaulted with REST for CRM integration.
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Select Authorization Type Basic or Oauth with respective authorization details based on the CRM system details provided.
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Enter the REST API Base URL Service Path provided by CRM system:
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For example, https://api.mycrmsystem.com/apis/.
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Save the Outbound Code configuration.
Note:
Refer to Profile Lookup for more information.
Parent topic: Outbound System Types and Respective Configurations