CRM Integration With Smart Gateway Technology
Connect CompliCentral with your existing CRM and loan systems through our smart integration gateway. Bi-directional sync, event-driven workflows, and AI-powered field mapping let brokers stay in familiar tools while compliance runs in the background.
Why Aggregators Choose Our CRM Integration Module
Purpose-built for broker ecosystem connectivity
Smart Integration Gateway
IntelligentSmart gateway handles connections, routing, and performance tuning for every CRM and system, eliminating custom point-to-point integrations.
Bi-Directional Sync
Real-timeSynchronise broker, staff, client, and deal records between CompliCentral and CRM platforms in real-time, reducing double entry.
Event-Driven Workflows
AutomatedTrigger onboarding, accreditations, audits, and training workflows automatically when key changes occur in the CRM.
AI Field Mapping
IntelligentAI-assisted field mapping proposes how CRM fields should link to CompliCentral entities, significantly reducing setup effort.
Comprehensive CRM Integration Features
Everything you need to connect your CRM and compliance workflows
Smart Integration Gateway
Intelligent gateway handles connections, routing, and performance tuning for all CRM and system integrations.
- Central hub
- Auto-routing
- Performance tuning
- Error handling
Bi-Directional Synchronisation
Synchronise broker, staff, client, and deal records between CompliCentral and CRM platforms.
- Real-time sync
- Field mapping
- Data validation
- Conflict resolution
Event-Driven Workflows
Trigger compliance workflows automatically when key changes occur in the CRM.
- New broker triggers
- Status changes
- Milestone events
- Custom triggers
Compliance Context Push
Push compliance context back into the CRM including accreditation status, audit outcomes, and risk flags.
- Accreditation status
- Audit outcomes
- Training completion
- Risk flags
AI-Assisted Field Mapping
AI proposes how CRM fields should link to CompliCentral entities and workflows, reducing design effort.
- Intelligent proposals
- Entity mapping
- Workflow alignment
- Reduced setup time
Integration Monitoring
Built-in monitoring, throttling, and retry logic keeps integrations reliable and performant.
- Status monitoring
- Error alerts
- Retry logic
- Performance logs
CRM Integration FAQ
What is the CompliCentral CRM Integration Module?
The CRM Integration Module is a smart integration gateway that connects CompliCentral with your existing CRM and loan systems. It provides bi-directional sync, event-driven workflows, and AI-powered field mapping so brokers can stay in familiar tools while compliance runs in the background.
Related: What CRMs are supported? • What data is synchronised?
How does the smart gateway work?
The smart gateway sits between CompliCentral and your CRM, handling connections, routing, and performance tuning automatically. It normalises data, manages throttling, and includes retry logic to maintain reliable integrations even when external systems are slow.
Related: How is performance optimised? • How are errors handled?
Why do aggregators need CRM integration?
Aggregators need CRM integration to eliminate double entry, keep compliance data in sync, trigger workflows automatically when CRM changes occur, and give front-line teams compliance context without leaving their main system.
Related: What are the benefits of bi-directional sync? • How does integration reduce risk?
When should aggregators implement CRM integration?
Aggregators should implement CRM integration when experiencing data inconsistencies between systems, wanting to automate compliance triggers, needing compliance visibility in the CRM, or seeking to reduce manual re-keying.
Related: How long does integration take? • What is the ROI?
Where does CRM integration fit in the CompliCentral platform?
CRM Integration connects all CompliCentral modules to your broker ecosystem. It feeds Opportunities with leads, triggers Onboarding workflows, syncs Accreditation status, and pushes compliance context back into daily CRM workflows.
Related: How does it connect to other modules? • Where is sync data stored?
Who benefits from CRM integration?
Operations teams, compliance officers, IT teams, brokers, and support staff all benefit from CRM integration through reduced manual work, better data accuracy, and compliance visibility in familiar tools.
Related: Who manages integrations? • What training is needed?
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