To allow Clients to integrate Alcmeon with CRMs that are not supported natively (Salesforce, Zendesk), we provide APIs which can be used to provide 360 views of customer profile and conversations within Alcmeon and within third-party CRMs.

Third-party CRM data within Alcmeon

A high-level overview of how to display third-party CRM data within Alcmeon is summarized below:

1. Match customer profile with a CRM profile via an HTML view embedded within Alcmeon.
2. Store CRM data within Alcmeon via user or conversation Custom Fields.
3. track updates to a conversation via a webhook.

These three steps are highlighted in the UML Sequence diagram below:

Alcmeon data within third-party CRMs

Alcmeon data can be easily pushed to third-party CRMs via the same APIs:

1. Match customer profile with a CRM profile via an HTML view embedded within Alcmeon.
2. Store match ids within Alcmeon via user or conversation Custom Fields.
3. track updates to a conversation via a webhook.