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Viewing a CRM Integration

CRM Integration detail page showing vendor name, release version, and release state

The CRM Integration detail page shows the current state of a single integration record.

Fields

FieldDescription
VendorHuman-readable CRM vendor name (e.g. Demo, Antelope)
Release VersionThe version string for this integration build
Release StateCurrent stage in the release pipeline

Changing release state

Use the state control on the record to transition the integration to a new release state. Not all transitions are available to all users:

  • Promotion to dev-uat requires integrations:crm:dev-uat
  • Promotion to production-uat requires integrations:crm:production-uat
  • General state updates require integrations:crm:update

For the full list of states and what they mean, see PSP Integrations — Release States.

From the view page you can:

  • List — return to the CRM Integrations directory