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CRM Integrations

Directory of CRM Integrations showing ID, Vendor, Release Version, and Release State columns

The CRM Integrations module manages the catalogue of CRM vendor adapters available in the system. Each entry represents a specific version of a CRM integration — the code that connects Payment Nexus to a customer relationship management platform. Release state management works identically to PSP Integrations.

Permissions

ActionPermission required
View the directoryintegrations:crm:read + application:administer
Open an integration recordintegrations:crm:read + application:administer
Change release stateintegrations:crm:update + application:administer
Promote to dev-uatintegrations:crm:dev-uat + application:administer
Promote to production-uatintegrations:crm:production-uat + application:administer

Directory columns

ColumnDescription
IDInternal integration identifier
VendorHuman-readable CRM vendor name
Release VersionThe version string for this integration build
Release StateCurrent stage in the release pipeline

CRM integrations use the same release pipeline as PSP integrations. See PSP Integrations — Release States for the full state definitions.

Integration records cannot be created or deleted through the UI — they are registered by the development and deployment process.