CRM Integrations (CRM Hub)

Connect and synchronize contacts, leads, accounts, and custom fields across Salesforce, Zoho CRM, Odoo, and vTiger.

Overview

Thrico's CRM Hub bridges your community platform with your organization's Customer Relationship Management (CRM) system. It keeps member profiles, company records, contact statuses, and engagement metrics synchronized in real time.

┌─────────────────┐       ┌───────────────────────────────┐       ┌─────────────────┐
│                 │       │        Thrico CRM Hub         │       │                 │
│   Salesforce    │ ◄───► │  • Schema Discovery Service   │ ◄───► │  Thrico Members │
│   Zoho CRM      │       │  • Visual Mapping Engine      │       │  & Communities  │
│   Odoo CRM      │       │  • Transformation Pipelines   │       │                 │
│   vTiger        │       │  • Auto-Reconciliation Engine │       │                 │
│                 │       └───────────────┬───────────────┘       │                 │
└─────────────────┘                       │                       └─────────────────┘
                                          ▼
                              ┌───────────────────────┐
                              │  RabbitMQ / DLQ Queue │
                              └───────────────────────┘

Supported CRM Providers

Provider	Authentication Type	Supported Objects	Sync Capabilities
Salesforce	OAuth 2.0 (PKCE / Web Server Flow)	`Contact`, `Lead`, `Account`, Custom Objects	Bi-directional, Delta Sync, Bulk Sync
Zoho CRM	OAuth 2.0 (Multi-DC: .com, .in, .eu)	`Contacts`, `Leads`, `Accounts`, Custom Modules	Bi-directional, Incremental Sync
Odoo CRM	JSON-RPC / XML-RPC (API Key / Auth)	`res.partner`, `crm.lead`	Bi-directional, Real-time Sync
vTiger	Challenge-Response / API Access Key	`Contacts`, `Accounts`, `Leads`	Inbound / Outbound Sync

Connecting a CRM Provider

Salesforce Connection

Salesforce connects via OAuth 2.0. Follow the detailed Salesforce Setup Guide for step-by-step instructions.

SALESFORCE_CLIENT_ID=your_salesforce_consumer_key
SALESFORCE_CLIENT_SECRET=your_salesforce_consumer_secret

Core Capabilities

1. Dynamic Schema Discovery

When a CRM is connected, Thrico queries the provider's metadata API to discover:

Standard objects and custom entities
Available fields, labels, and data types (STRING, EMAIL, PHONE, PICKLIST, BOOLEAN, DATE, LOOKUP)
Object relationships and reference lookups

2. Field Mapping Engine

Create flexible mapping rules between CRM fields and Thrico member profiles.

Example Field Mapping Configuration

{
  "sourceObject": "Contact",
  "sourceField": "Department",
  "targetType": "STANDARD",
  "targetField": "department",
  "syncDirection": "CRM_TO_THRICO",
  "transformConfig": {
    "type": "MAP",
    "dictionary": {
      "Eng": "Engineering",
      "Mkt": "Marketing",
      "Sales": "Commercial Operations"
    },
    "defaultValue": "General"
  }
}

Supported Field Transformations:

Direct: Exact value pass-through
Map / Dictionary: Transform external enum codes into human-readable values
Date Formatting: Convert between ISO 8601, Unix epoch, and custom date formats
Case Formatting: UPPERCASE, LOWERCASE, TITLE_CASE
Boolean Flags: Map truthy strings ("yes", "1", "active") to boolean values

3. Rule-Based Community Assignments

Automatically enroll CRM contacts into specific communities based on attributes:

IF Contact.AnnualRevenue > 50000 ──► Add to "Enterprise Customer Network"
IF Contact.JobTitle CONTAINS "CTO" ──► Add to "Technology Leaders Forum"
IF Contact.Status == "Inactive" ──► Remove from Private Channels

4. Synchronization Engine & Reconciliation

Thrico supports multiple sync triggers:

Real-Time Webhooks: External CRM changes are instantly posted to Thrico's ingest worker.
Scheduled Delta Sync: Runs every hour / day to pull records modified since lastSyncTimestamp.
Full Reconciliation: Compares all records between systems and resolves drift or discrepancies.
Conflict Resolution Policies: Choose CRM_WINS, THRICO_WINS, or LATEST_TIMESTAMP_WINS.

CRM Integrations (CRM Hub)

Overview

Supported CRM Providers

Connecting a CRM Provider

Salesforce Connection

Core Capabilities

1. Dynamic Schema Discovery

2. Field Mapping Engine

Supported Field Transformations:

3. Rule-Based Community Assignments

4. Synchronization Engine & Reconciliation

Next Steps

Salesforce Setup Guide

Zoho CRM Setup Guide

Odoo 19 Setup Guide

HR Hub Integration

Webhooks API

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