Kaiten
Integrations

CRM Integration

Sync customers with your CRM via external IDs and webhooks.

CRM Integration

Kaiten supports CRM integration through two mechanisms:

  1. External Customer IDs — link Kaiten customers to your CRM records
  2. 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

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