Integrations
CRM Integration
Sync customers with your CRM via external IDs and webhooks.
CRM Integration
Kaiten supports CRM integration through two mechanisms:
- External Customer IDs — link Kaiten customers to your CRM records
- Webhook Events — sync changes in real-time
External Customer ID
Every customer in Kaiten has an optional external_customer_id field. Use this to store your CRM reference:
curl -X POST http://localhost:6000/api/customers \
-H "Authorization: Bearer ksh_xxx" \
-H "Content-Type: application/json" \
-d '{
"name": "Acme Corporation",
"externalCustomerId": "hubspot_12345"
}'This allows you to:
- Cross-reference Kaiten customers with HubSpot, Salesforce, or any CRM
- Filter and search by external ID
- Build two-way sync pipelines
Webhook-Based Sync
Subscribe to customer events to keep your CRM in sync:
curl -X POST http://localhost:6000/api/webhooks \
-H "Authorization: Bearer ksh_xxx" \
-H "Content-Type: application/json" \
-d '{
"url": "https://your-crm-sync.example.com/webhook",
"eventNames": [
"CUSTOMER_CREATION",
"CUSTOMER_UPDATE",
"CUSTOMER_DELETION",
"INSTANCE_CREATION",
"LICENSE_CREATION"
]
}'Sync Flow Example
Kaiten Your CRM
│ │
│── CUSTOMER_CREATION ──────────>│ Create CRM contact
│── INSTANCE_CREATION ──────────>│ Create CRM deal
│── LICENSE_CREATION ────────────>│ Update CRM subscription
│── INSTANCE_ENTITLEMENT_ │
│ USAGE_REACHED ──────────────>│ Trigger upsell workflow
