CRM integration brief
One pattern covers every CRM: a metadata-tagged send on the way out, a signed webhook on the way back. This brief maps the loop and each major CRM's trigger mechanism.
The integration loop
CRM trigger → middleware or workflow → SendiMessage API (POST /send-message with contact + owner ids as metadata) → managed messaging line → customer → delivery or reply event → signed webhook (metadata echoed back) → CRM timeline update via the CRM's API.
Automatic CRM synchronization is not claimed: the timeline write-back is performed by your middleware, workflow, or automation platform — a deliberate design that keeps your consent rules and data mapping in your hands.
Trigger mechanism by CRM
- Salesforce — record-triggered Flow with External Services, or Apex invocable with Named Credentials
- HubSpot — Workflows webhook action or custom code action (Operations Hub), or automation platform on other tiers
- Zoho CRM — Workflow Rules with a Deluge function (invokeurl), or Zoho Flow
- Pipedrive — webhooks into middleware, or an automation platform (Zapier / Make / n8n)
- Microsoft Dynamics 365 — Power Automate cloud flow with the HTTP action (premium), or an Azure Function
Implementation options
- CRM workflow + HTTP request — fastest when the CRM can call external APIs directly
- Middleware — best for consent logic, retries, and timeline write-backs at scale
- Automation platform — no-code bridge for teams without backend capacity
- Webhook synchronization — one endpoint, signature-verified, routes replies by metadata
Security checklist
- API key in the CRM credential store, middleware secrets manager, or automation vault — never in front-end scripts or record fields
- Webhook signatures verified before any CRM write
- Minimal fields in payloads: phone, first name, ids — never full records
- STOP replies update consent state immediately
Next step
Vendor-specific guides with payload examples: sendimessage.com/integrations (CRM category). To scope your integration with a specialist, book a CRM integration review.