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CRM Integration

Integrate your Secret Server password management software with your customer relationship management system.  

Secret Server integrates with on-premises customer relationship management (CRM) systems using database-level synchronization.

Organize your passwords, or 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 a customer in your third-party CRM application, the folder automatically moves in Secret Server too. You can also create custom links in your CRM 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.

You can specify the database connection information and synchronization interval for on-premises systems.

Integration guide for CRM applications: https://thycotic.force.com/support/s/article/Integrating-Secret-Server-with-your-CRM-or-PSA-application

Try Secret Server for 30 Days

  • Full featured, 30-day trial
  • Free enterprise-level support
  • Unlimited Secrets
  • Up and running in 15 mins
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