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GPTE Integration with CRM Systems

GPTE Integration with CRM Systems

Owned by GP Support Admin
Nov 26, 2024
2 min read

For GP Travel Enterprise it is possible to integrate with external CRM Systems (ex. Salesforce) in terms of data synchronization between systems in a certain volume.

To configure connection to a CRM system,

  1. Navigate to admin panel ASP → CRM tab:

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  1. Enable Active checkbox for CRM activation.

  2. Verify the name of integrated CRM systems in the CRM column.

  3. Indicate the data for connection to CRM in Credentials column. When hovering over a 2024-11-26_11-09-05.png icon, view clarification about the parameters:

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  1. View available mappings for CRM connection:

For basic model of integration the following options are supported:

  1. data transmission when creating new private client or company (transfer of values to CRM according to defined fields* into corresponding CRM base fields without customization);

  2. data transmission when editing existing private client or company.

*private client profile fields: First name, Last name, E-mail, Country, City, Address, Postal code, Phone, Mobile phone, Date of birth, Citizenship, Active.

company profile fields: Name, Type, Country, City, Address, Postal code, Postal address, Contact Person First name, Contact Person Last name, Phone, Fax, E-mail, Web-site URL, Active.

Custom objects configuration is also possible → it is possible to define own fields for a certain object. For maintaining flexible fields mapping from CRM to GPTE fields in private client and company profiles, there is a possibility to get an object model in order to output the list of fields available for mapping, so that a user can select some of available values.

The volume of integration is defined in each specific case according to the needed requests.