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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