CRM & Integrations

Handshake · Port P2

CRM APIs and data synchronization

A CRM API call that works in a demo is a small part of an integration. The rest is what happens on the thousandth call: tokens that expire, pages that shift while you read them, rate limits, duplicate webhook deliveries and records that changed on both sides.

This topic is for the engineers who build and run CRM connectors. It covers the mechanics that decide whether a sync stays correct over months, with platform-specific detail where a CRM’s own documentation supports it.

This topic answers

  • How do you authenticate a server-to-server CRM integration?
  • How do you sync only what changed, without missing records?
  • What makes a CRM write safe to retry?

2 articles

Articles on crm apis & sync

Inside this topic

What each article covers

Jump straight to the part you need. Every section below is a heading in the article it belongs to.

Implementation guide · 12 min

How to Build a CRM API Integration That Survives Production

  1. 01Scope the integration before you open the API docs
  2. 02Authenticate as a service, not as a person
  3. 03Model the remote API behind one client
  4. 04Read incrementally with a cursor you control
  5. 05Make every write safe to retry
  6. 06Receive webhooks without trusting them
  7. 07Respect rate limits by design
  8. 08Test against contracts and a sandbox
  9. 09Operate it: logs, metrics, replay and reconciliation

Architecture deep dive · 8 min

Salesforce Integration Patterns: APIs, Events and Architecture Decisions

  1. 01The pattern catalogue comes first
  2. 02Calling into Salesforce: REST, Bulk and composite requests
  3. 03Getting changes out of Salesforce: events
  4. 04Calling out from Salesforce
  5. 05Authentication and the integration user
  6. 06Choosing tools: native, platform or custom
  7. 07An architecture worksheet

Related CRM services

  • API integration servicesComtau builds custom API connectors that handle authentication, rate limits, idempotent retries, contract tests and monitoring.
  • CRM integration servicesComtau connects CRMs with ERP, billing, support and marketing systems, starting from field ownership, sync modes and conflict rules.