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CRM Integration

CRM Integration

Integrate your Secret Server with industry applications such as ConnectWise, AutoTask and Microsoft CRM. 

Note that integration is at the database level so you must use on-premises versions for integration.

Organize your Secrets based on different customers in Secret Server’s nested folders-just like Windows folders-then apply permissions to the folders to determine who can view or change the passwords within them. The folders can be synchronized with your customer structure in other applications.

For Example

Secret Server

  • + Root
    • - Internal
    • - Infrastructure
    • - Etc …
    • - Customers
      • - Prospects
      • - Acme Inc
      • - ABC Inc
    • - Existing
      • - Delta Corp
      • - Smith and Associates
    • - Past
      • - Wagonwheels Inc

When a prospect becomes an actual customer in the 3rd party application, the folder automatically moves in Secret Server too. You can also create custom links in your other application that open into Secret Server and show the passwords for a single customer by parsing the customer name (as a folder name) in the URL query string.

foldersync

You can specify the database connection information and synchronization interval. Secret Server has built-in configuration for ConnectWise, but using a custom SQL view allows you to easily integrate with other applications.

Note: There is a ConnectWise theme for Secret Server which makes the application look similar to ConnectWise. And it is easy to create and extend the existing themes.