Integration between our bespoke CRM and 3rd party solutions

详细信息

Integration Framework Specification for our CRM SolutionIntroduction
We are developing a CRM solution with various integrations to enhance functionality and data synchronization. This document outlines the requirements and tasks for integrating multiple external services, including the addition of a centralized monitoring dashboard and user-controlled integration management.
Integration OverviewTwilio: Enable SMS and voice communication capabilities.Meta Ads: Manage and monitor advertising campaigns across Meta platforms.
Integration Requirements
Monitoring DashboardThe integration monitoring dashboard is designed to provide a comprehensive view of the status and performance of all integrations. It includes the following features:
Dashboard Overview
Integration Status:Display the current status of each integration (e.g., Active, Inactive, Error).Visual indicators for the status of integrations (e.g., green for active, red for errors).
Ongoing Issues:
List of current issues detected in any integration.Detailed error messages and timestamps.Ability to drill down into specific issues for more information.
Warnings:List of warnings related to integrations (e.g., nearing quota limits, connection issues).Warnings with actionable recommendations.
Performance Metrics:Performance data for each integration (e.g., response times, message throughput).Historical data trends and charts for performance analysis.
Alerts:Customizable alert settings for different thresholds (e.g., error rates, response times).Notifications and alerts for integration failures or performance issues.
Logs:Access to detailed logs for each integration.Search and filter options for log analysis.Health Checks:Regular health checks for each integration to ensure connectivity and functionality.Automated tests and status reports.User Access:Manage user permissions for viewing and managing integration status.Roles and access control for different types of users.
User Access and Integration ManagementAccess ControlsEnable/Disable Integrations:Users will have the ability to enable or disable integrations based on their user group.Integration access will be controlled through the CRM’s user group settings, ensuring only authorized users can modify integration statuses.Configuration Management:Allow users to configure and manage integration settings according to their permissions.Provide an interface for managing user permissions and integration controls within the CRM.Audit and Tracking:
Implement logging to track changes in integration settings.Provide audit trails for modifications to integration statuses and configurations.
Twilio IntegrationTasks:Authentication and Authorization:Authenticate user accounts via Twilio’s API.Securely manage API keys and credentials.
Messaging:Send SMS messages.Receive SMS messages and process incoming messages.Retrieve message logs including status updates (delivered, read, etc.).
Scheduling:Schedule SMS messages and voice calls.
Error Handling:Implement error handling for failed message delivery and call failures.Provide detailed logs for troubleshooting.
Monitoring:Integrate with the centralized monitoring module to track Twilio integration status and performance.Configure alerts for failures or anomalies in message or call handling.
Meta LeaIntegrationMeta Ads:Authenticate user accounts.Retrieve Leads from Lead Add Forms and create a list with other related information which should be mapped to the existing CRM fieldsImplementation
Dashboard Development:Develop the dashboard with real-time data retrieval and display.Integrate with each service’s API to fetch status and performance data.Ensure a responsive design for different devices and screen sizes.Monitoring and Alerts Setup:Configure monitoring and alerting systems for proactive issue detection.Set up alert notifications via email, SMS, or other channels.Testing and Validation:Test the dashboard for accuracy in status reporting and performance metrics.Validate alert and notification systems for timely issue detection.Deployment and Maintenance:Deploy the dashboard in the production environment.Regularly update and maintain the dashboard to accommodate new integrations and features.