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CRM Integrations

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
| Action | Permission required |
|---|---|
| View the directory | integrations:crm:read + application:administer |
| Open an integration record | integrations:crm:read + application:administer |
| Change release state | integrations:crm:update + application:administer |
| Promote to dev-uat | integrations:crm:dev-uat + application:administer |
| Promote to production-uat | integrations:crm:production-uat + application:administer |
Directory columns
| Column | Description |
|---|---|
| ID | Internal integration identifier |
| Vendor | Human-readable CRM vendor name |
| Release Version | The version string for this integration build |
| Release State | Current 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.