Integrating Sales Engagement Platforms
Modern sales engagement platforms exist within a complex ecosystem of CRMs communication tools and data sources. This guide walks developers through building robust scalable integrations.
The Integration Challenge
Sales teams use 10+ tools daily. An effective platform must sync data bidirectionally while maintaining consistency handling rate limits and ensuring security.
Architecture Patterns
REST API Integrations for CRUD operations Webhooks for real-time updates Message Queues for async processing and Database Replication for low-latency sync. Each has tradeoffs.
CRM Integration
Salesforce integration requires OAuth 2.0 authentication exponential backoff for rate limits composite API calls and platform events for real-time sync.
Best Practices
Implement proper rate limiting data consistency strategies webhook security comprehensive monitoring and robust error handling. Test thoroughly and document well.