Skip to content

CRM integrations #543

Closed
Closed

Description

@prestoncabe

One of the main use-cases for screeners is for them to work alongside and/or be embedded into CRM systems

  • We should be able to start new screenings with information pre-filled from existing CRM information for a given client/applicant.
  • We should be able to record results of a screening back to a client/applicant's record.
  • We should support workflows where the screener is embedded directly into the CRM application OR where the screener is run in another tab/window from the CRM.

At bare-minimum:

  • provide documented endpoints/hooks for integrations
  • provide an example (or two) implementation with Salesforce (and perhaps one other CRM that is popular with small community organizations)

At our best:

  • provide a plugin architecture of some sort to allow easy integration of any CRM (provided a plugin has been created for it).

Activity

  1. self-assigned this
    on Oct 6, 2026
  2. moved this to In progress in BDTon Oct 6, 2026
  3. moved this from In progress to In review in BDTon Oct 10, 2026
  4. moved this from In review to Done in BDTon Oct 14, 2026
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Metadata

Metadata

Assignees

Labels

researchspike tickets and non-tech research

Type

No type

Projects

  • Status
    Done

Milestone

No milestone

Relationships

None yet

Development

No branches or pull requests

Issue actions