Website Integration with CRM, Payments and Shipping

Every integration should define:

  • the data source;
  • fields being transferred;
  • destination;
  • source of truth;
  • error handling.

A typical order flow may include:

  1. cart;
  2. order creation;
  3. payment;
  4. payment webhook;
  5. CRM synchronization;
  6. shipping service;
  7. customer notification.

Critical integrations should provide logs and, where appropriate, retries for temporary API failures.

FAQ

Why should payment status use a webhook?

Because the user may close the browser or fail to return to the thank-you page.

Do integrations need logs?

Yes, especially when a failed request could result in a lost lead or order.

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