Vault CRM integration

AD
DM

Network seamlessly integrates with Vault CRM to provide current, complete, and accurate data to your end users.

For more information, see the Vault CRM Online Help.

Highlights

  • Data is synchronized between Network and Vault CRM using the Network Bridge.

  • Sales reps can effortlessly search and download records from both Network and OpenData.

  • Updates to records are instantaneously transmitted to Vault CRM the moment a change request is processed in Network ensuring data remains current and accurate.

Getting started

Use the Data Launch Accelerator to automatically build the essential configurations to integrate Network and OpenData with Vault CRM.

The wizard creates the following standard configurations:

  • Network Bridges - Creates the Vault CRM Multi-Country Bridge with a country-specific bridge configuration for the selected OpenData countries.

  • Target subscription - Creates the subscription used by the Network Bridge.

  • OpenData country subscriptions - Enables and configures the countries that you select.

  • OpenData country groups - Creates a group for applicable OpenData regions so you can easily manage country schedules.

  • Data Visibility Profiles - Creates a DVP for each selected country.

New customers

Use the wizard for your initial setup to get you up and running quickly.

Existing customers

Use the wizard for the following activities:

  • Expand your existing integration by adding bridge configurations for new countries.

  • Connect to additional Vault CRM organizations.

Integration topics