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Third-party
CRM Sync

The controlled data-exchange layer. Exchange customer and workspace data with external CRM platforms through authenticated APIs and signed sync requests. Tenant-aware routing, signature validation, and request-level tracking built in.

Two Connected Sync Layers
Customer APIs for Records.
Signed Payloads for Configuration.

The first layer is record-level API access. External systems can read, create, and update CRM data such as customer records through authenticated endpoints. No CSV imports or manual admin actions required.

The second layer is tenant-level sync. A trusted external platform can push signed configuration payloads into the CRM for features, branding, SMTP, and related workspace settings. Both layers are tenant-aware and instance-routed.

Customer API Operations
List customers from the CRM
Get customer detail by ID
Create new customer record
Update existing customer data
What the Sync Receiver Updates
Features, Branding, SMTP.
Controlled Tenant-Level Sync.

A trusted external platform pushes signed payloads that update live CRM behavior and presentation. Not raw data transfer. Structured, validated, workspace-level configuration sync.

Features
Module registry, permissions, plan defaults, overrides
Branding
Title, logos, sidebar assets, footer details
SMTP
Mail server config for outbound email delivery
Combined
All payload types in one sync request

Once a valid sync payload is applied, the CRM immediately reflects updated branding, updated module availability, and revised feature access. Module states and permissions are recalculated after sync, directly affecting what users can see and use inside the CRM.

Security, Validation, and Replay Protection
Signed Requests Only.
No Unauthorized Sync.
HMAC Signature Validation

Every sync request validated using HMAC signature checks with key-version support. Unsigned or incorrectly signed payloads rejected before anything is applied.

Timestamp Window Enforcement

Requests only accepted when the timestamp falls within the allowed skew window. Old or delayed payloads rejected. Prevents stale sync traffic from being processed.

Replay and Duplicate Protection

Each sync request logged with nonce and payload hash. Duplicate payloads and replay attempts automatically rejected. Request ID and source IP stored for audit.

Scope Control and Module Boundaries

Incoming feature payloads checked before application. Website and landing-page modules blocked from this sync path. External payloads cannot push unsupported module groups.

Monitoring and Sync Health
See When It Works.
Know When It Breaks.
Sync Logs

Every sync attempt written into the log with payload type, version, signature result, status, error message, request ID, and received time. Full operational visibility.

Health-Check Endpoint

Sync-health endpoint so admins or connected systems can confirm whether the sync receiver is enabled and which tenant key it expects. Programmatic monitoring.

Last Successful Sync Metadata

App bootstrap returns most recent successful sync details including last sync time, last payload type, and last payload version. No hidden background guessing.

Tenant-Aware Instance Routing

Manager-routed access using instance code and tenant-specific API path. Sync traffic reaches the correct workspace. Data stays isolated by tenant across multiple client accounts.

Key Functionality
Everything the Integration Includes
Customer APIs
(List, Detail, Create, Update)
Tenant-Aware
Instance Routing
Signed Sync Receiver
for Trusted Platforms
Features, Branding,
SMTP, Combined Sync
HMAC Signature
Validation
Timestamp Window
Enforcement
Tenant-Key
Verification
Replay Protection
(Nonce and Hash)
Sync Logs with
Full Audit Detail
Health-Check
Endpoint
Live Module State
Recomputation
Branding and
SMTP Sync
Last Successful
Sync Metadata

See Third-party CRM Sync in Action

Watch how Triplide exchanges customer data through authenticated APIs and receives signed configuration updates from trusted external platforms.

Book a Free Demo