Integrating StockCrowd with your CRM allows you to automate information exchange between both platforms to keep your database always updated, eliminate manual tasks and ensure that information is available where your team needs it.

The integration can be used to synchronize donors, partners, leads, registrations, recurring payments and any other data generated during campaign activity.

Currently StockCrowd has integrations with Salesforce, Microsoft Dynamics 365 Sales, CiviCRM, HubSpot, Salesmanago and Synergia. Additionally, our platform can integrate with virtually any CRM that allows information exchange through APIs, Webhooks or custom developments. The most appropriate solution will depend on your CRM architecture and your organization's needs.

StockCrowd provides you with two integration mechanisms that can be used independently or combined to adapt to your specific needs.

Webhooks allow you to automatically send information to your CRM each time an event occurs in StockCrowd. This mechanism is especially useful for keeping your system updated in real time.

Some examples of events that generate a Webhook are:

Each time one of these events occurs, StockCrowd sends an HTTP request to the endpoint configured by your organization with all the necessary information.

This is the recommended option in most projects because it offers the following benefits:

This architecture represents the standard flow from when a donor takes action in StockCrowd until the information reaches your CRM through a Webhook.

The donor takes action in StockCrowd, which generates an event of the corresponding type (donation, partner, lead, etc.), which automatically triggers an HTTP Webhook call to your organization's endpoint, where the data is validated and processed before being stored or updated in the CRM:

In organizations with more complex architecture, it is common to incorporate an intermediate service (middleware or API Gateway) that centralizes integration logic and provides greater control over data flow.

The donor takes action in StockCrowd, which triggers a Webhook to a Middleware or API Gateway, which is responsible for performing validations, data transformation, logs, retries and information enrichment, to finally send the already processed data to the CRM:

This model is especially useful when multiple systems need to consume the same information or when your organization has an established corporate integration architecture.

The StockCrowd REST API, for campaigns and donors, allows your own CRM to query information when it needs it, instead of StockCrowd sending the data automatically. In this model, it is not StockCrowd who sends the data, but your CRM who requests it when required.

This option is usually used for:

This architecture shows how your CRM requests information directly from the StockCrowd REST API and receives the response in JSON format.

The CRM initiates communication by sending an HTTPS request directly to the StockCrowd REST API, which processes the request and returns the requested data in JSON format, which is received and used by the CRM:

The integration can be developed by different teams, depending on the technical resources available in your organization and the level of complexity required.

If you have your own development team, they can implement the integration using StockCrowd's technical documentation for APIs and Webhooks. This option is usually appropriate when your organization has previous experience in system integrations and has the capacity to maintain the solution in the long term.

If your CRM is developed or maintained by an external provider, that provider can also implement the integration using the integration mechanisms available in StockCrowd. Many CRM providers have experience with this type of connector.

Most of our customers choose to have the integration developed by our technical team at StockCrowd. In addition to reducing your team's workload, this option offers several important advantages that make the process faster and more reliable.

The benefits of delegating development to StockCrowd include:

In short, delegating development to StockCrowd usually translates to a faster project, with lower technical risk and a single point of contact responsible throughout the process. Like any custom development, it requires a financial investment, which will depend mainly on your target CRM and the complexity of the business rules that must be implemented.

When development is carried out by our team, we follow a structured methodology that allows us to adapt the integration to your specific needs and guarantee quality results.

First, we identify what types of information should be synchronized with your CRM. Objects represent the main entities that will be integrated between systems.

The most common objects are:

Depending on your project, other objects can also be integrated, such as campaigns, payments, event registrations or payment commitments.

Once the objects are defined, we perform field mapping between StockCrowd and your CRM. The mapping establishes the exact correspondence between the fields of both systems to ensure that information is transferred correctly.

During this phase:

This work ensures that each piece of data generated in StockCrowd reaches the right place in your CRM and information integrity is maintained.

An integration is not just about sending information from one system to another. It is also necessary to define how your CRM should behave when it receives new data to avoid duplicates and maintain information consistency.

During this phase we agree on fundamental questions such as:

These rules are specific to each organization and are fundamental to ensuring information quality in your CRM.

Before activating the integration in production, StockCrowd can provide a Sandbox environment where you can test with complete safety without affecting your real data.

This environment allows you to:

Once validations have been passed and confirmed that everything works correctly, the integration is deployed to production following a controlled process that ensures the stability of your systems.

Webhooks are the recommended option when you need real-time synchronization, since StockCrowd automatically sends the data each time an event occurs. The REST API is more appropriate when your CRM prefers to request information on demand or when you need to access specific historical data. Many integrations use both mechanisms combined to take advantage of the benefits of each.

Development time depends mainly on the complexity of your CRM and the business rules that must be implemented. The simplest integrations can be completed in a few weeks, while more complex projects with bidirectional synchronization and custom logic may require several months. During the initial phase of object definition and field mapping, we will establish a more accurate estimate for your specific case.

You can synchronize virtually any information generated in StockCrowd, including one-time donors, partners with recurring donations, leads who have not yet donated, payment details, event registrations, campaign data, and any other custom data relevant to your organization. The integration can be configured to synchronize only the data you really need in your CRM.

Yes, it is possible to implement bidirectional synchronizations where both StockCrowd and your CRM update each other. This type of integration is more complex and requires special care in conflict and duplicate management, but it is particularly useful when you need to keep partner identifiers, statuses or contact information synchronized between both systems.

StockCrowd implements automatic retry mechanisms when a Webhook is not delivered correctly. If you use a middleware or your own endpoint, you can configure additional retries. During the development phase we will establish a clear error handling strategy that adapts to your technical architecture, including failed logs and alerts when necessary.

Yes, to develop the integration we will need technical access to your CRM, typically administrator credentials or a dedicated service account. This information is used only for the development and testing of the integration, and is deleted after the project is completed. Additionally, we recommend that you assign a technical contact person on your team who can collaborate with our team throughout the implementation process.