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Viktor2018-06-06 17:14:37
CRM
Viktor, 2018-06-06 17:14:37

How to properly integrate a site with crm?

There is an entertainment site with paid features. In theory, the desired sequence of actions on the site is as follows:

  1. Sign in
  2. One must register for it.
  3. Link a card
  4. Make paid actions

How to properly integrate a website with CRM?
If I understand correctly, then a person at the time of registration in CRM is added as a lead.
Then, when the balance is changed from zero to any other value, it acquires the status of a counterparty.
When changing the profile on the site, the fields of his profile in CRM should be updated.
  1. Do I understand the process of integrating a site with CRM correctly?
  2. Isn't it too difficult? Do you need to convert a lead into a counterparty?
  3. In fact, the CRM will contain a huge amount of billing information and all user profiles. Is this approach correct?

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Konstantin Nagibovich, 2018-06-06
@nki

Is this approach correct?

Start dancing with your requirements and business processes. After that, it will become clear what to integrate into CRM and what is not necessary.

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