BDM Documentation

BDM Plain CRM Integration Guide

Step-by-step integration guide for connecting BDM Plain CRM with other BDM applications and external systems

Seamless BDM Integration

BDM Plain CRM is designed to work seamlessly within the BDM ecosystem, providing automatic data sync and activity tracking across all your business management tools.

🔗 Auto-Sync
Real-time data synchronization
📋 Activity Tracking
Automated interaction logging
🎯 Smart Mapping
Intelligent data field mapping
⚡ No Setup
Works out of the box

Integration Overview

How BDM Integrations Work

BDM Plain CRM integrations are built on three core principles:

  • Automatic Detection - CRM automatically detects other BDM apps
  • Bi-directional Sync - Data flows both ways between apps
  • Activity Logging - All interactions are automatically tracked

Integration Benefits

  • 360° customer view across all touchpoints
  • Eliminate manual data entry
  • Improved data accuracy and consistency
  • Enhanced reporting and analytics
  • Streamlined business workflows

BDM Ecosystem Integrations

BDM Mailer Integration

Email Marketing

🔄 What Gets Synced

  • Contact lists and email addresses
  • Customer segments (leads, prospects, customers)
  • Email activity tracking (sent, opened, clicked)
  • Campaign performance data

⚡ Automation Features

  • Auto-create email lists from CRM segments
  • Track email interactions in contact timeline
  • Update contact status based on engagement
  • Create follow-up tasks for high-engagement
Setup Process
  1. Ensure both BDM Plain CRM and BDM Mailer are licensed and active
  2. Contacts with email addresses are automatically available in BDM Mailer
  3. Email activities are tracked back to CRM contact records
  4. No additional configuration required!

BDM Accounting Integration

Financial Management

💰 Financial Data Sync

  • Customer contact details for invoicing
  • Billing addresses and company information
  • Invoice and payment activity tracking
  • Customer payment history and creditworthiness

🔔 Automatic Notifications

  • Invoice sent notifications in CRM timeline
  • Payment received confirmations
  • Overdue payment alerts
  • Customer lifetime value updates
Key Benefits

Automatically sync customer data for seamless invoicing, track payment history, and maintain financial insights directly in your CRM without manual data entry.

BDM Analytics Integration

Business Intelligence

📊 Analytics Data Export

  • Contact growth and conversion funnel data
  • Sales pipeline and deal progression metrics
  • Lead source performance analysis
  • Customer lifetime value trends

📈 Advanced Reporting

  • Cross-platform customer journey analysis
  • Predictive analytics and forecasting
  • Custom dashboard creation
  • Automated report scheduling

BDM Time Log Integration

Time Tracking

⏱️ Time Tracking Integration

  • CRM contacts available as time tracking clients
  • Time entries logged as CRM activities
  • Project time allocation tracking
  • Client profitability analysis

📋 Project Management

  • Link time entries to specific deals
  • Track billable vs non-billable time
  • Resource allocation insights
  • Automatic task creation from time logs

Integration Setup Workflow

🚀 Quick Setup Guide

Follow these steps to set up integrations between BDM Plain CRM and other BDM applications:

1

License Validation

Ensure all BDM applications have valid licenses

2

Company Workspace

Set up your company workspace in CRM settings

3

Auto-Detection

BDM apps automatically detect each other

4

Start Using

Begin using integrated features immediately

✅ Prerequisites

  • Active License: Valid license for BDM Plain CRM
  • Company Setup: Completed company workspace configuration
  • BDM Apps: Other BDM applications installed and licensed
  • User Permissions: Admin access to configure integrations

⚙️ Configuration Steps

  1. 1
    Access CRM Settings: Navigate to Settings → Integrations
  2. 2
    Review Available Apps: View detected BDM applications
  3. 3
    Enable Integrations: Toggle on desired integrations
  4. 4
    Test Connections: Verify data sync is working correctly

Data Mapping & Synchronization

Smart Data Mapping

BDM Plain CRM automatically maps data fields between applications using intelligent field matching and user-defined preferences.

CRM Field BDM Mailer BDM Accounting BDM Time Log Sync Direction
Contact Name Subscriber Name Customer Name Client Name ↔️ Bi-directional
Email Address Email Billing Email Contact Email ↔️ Bi-directional
Company Organization Company Name Client Company ↔️ Bi-directional
Contact Status Segment Customer Type - → CRM to Apps
Activities Email Events Invoice Actions Time Entries ← Apps to CRM

🔄 Sync Frequency

  • Contact Data: Real-time
  • Activities: Instant
  • Analytics: Hourly
  • Reports: Daily

🛡️ Data Protection

  • Encrypted data transmission
  • User-scoped data access
  • Audit trails for all changes
  • Role-based permissions

🔧 Customization

  • Custom field mapping
  • Sync rule configuration
  • Data transformation rules
  • Conditional sync triggers

Automation & Workflows

🤖 Automated Workflows

BDM Plain CRM automatically triggers actions across integrated applications based on predefined rules and conditions.

Example Workflows:

  • New contact → Add to email marketing segment
  • Deal won → Create invoice in accounting system
  • Email opened → Create follow-up task
  • Time logged → Update project status

🎯 Smart Triggers

Set up intelligent triggers that respond to specific events and automatically execute actions across your BDM ecosystem.

Trigger Types:

📧 Email Events
Opens, clicks, bounces
💼 Deal Changes
Stage progression
📅 Time-based
Scheduled actions
📊 Data Changes
Field updates

⚙️ Workflow Configuration

🎬 Trigger Events

  • • Contact created/updated
  • • Deal stage changed
  • • Email interaction
  • • Invoice sent/paid
  • • Time entry logged
  • • Task completion

🔍 Conditions

  • • Contact status equals
  • • Deal value greater than
  • • Email engagement level
  • • Time period conditions
  • • Custom field values
  • • Tag assignments

⚡ Actions

  • • Send email campaign
  • • Create task/reminder
  • • Update contact status
  • • Generate invoice
  • • Start time tracking
  • • Send notification

External Tool Integrations

API-Based Integration

Connect external tools using BDM Plain CRM's comprehensive REST API. Perfect for custom integrations and third-party applications.

Email Platforms

MailChimp, Constant Contact, SendGrid

Contacts Sync Activity Tracking

Communication

WhatsApp, Slack, Microsoft Teams

Notifications Chatbots

Analytics Tools

Google Analytics, Mixpanel, Tableau

Data Export Dashboards

Accounting

QuickBooks, Xero, SAP

Customer Sync Invoicing

Social Media

Facebook, LinkedIn, Twitter

Lead Gen Social Listening

Project Management

Asana, Trello, Monday.com

Task Sync Project Updates

🔗 Integration Setup Process

1

Generate API Key

Create API key with appropriate permissions

2

Configure Endpoints

Set up webhook URLs and data mappings

3

Test Integration

Verify data flow and functionality

4

Monitor & Optimize

Track performance and fine-tune settings

Troubleshooting & Support

🚨 Common Issues

❌ Integration Not Detected

BDM app not appearing in available integrations.

Solutions:
  • Verify both apps have valid licenses
  • Check company workspace settings match
  • Restart web browser/clear cache
  • Contact support if issue persists

🔄 Data Not Syncing

Changes not reflecting across applications.

Solutions:
  • Check sync status in integration settings
  • Verify field mapping configuration
  • Look for data validation errors
  • Force manual sync to test connection

🐌 Slow Performance

Integration running slower than expected.

Solutions:
  • Check API rate limits and usage
  • Optimize sync frequency settings
  • Review large data transfers
  • Consider batch processing options

🔍 Diagnostic Tools

Integration Health Check

License Status ✓ Active
API Connection ✓ Connected
Data Sync Status ⚠ Warning
Last Sync 2 minutes ago

📊 Integration Logs

Contact sync completed 14:23
Field mapping warning 14:20
Activity logged successfully 14:18

Best Practices & Tips

✅ Do's

  • Start with one integration at a time
  • Test with small data sets first
  • Backup data before major changes
  • Monitor integration health regularly
  • Document custom configurations
  • Use descriptive names for API keys

❌ Don'ts

  • Enable all integrations at once
  • Ignore sync error notifications
  • Share API keys publicly or in code
  • Modify core data without backups
  • Set sync frequency too high
  • Assume data mapping is perfect

Support Resources

Documentation

Complete API reference and guides

View API Docs →

Live Support

Chat with our integration specialists

Start Chat →

Examples

Sample code and integration templates

Browse Examples →

Community

Connect with other BDM users

Join Forum →

BDM Plain CRM Integration Guide v1.0