CRM integration - Contact sync

Objective

Understand how contacts are synchronized between Jackrabbit and a connected CRM.

Solution

CRM integration performs a one-way contact sync from Jackrabbit to the connected CRM. After the initial sync, newly created contacts in Jackrabbit are automatically added to the CRM.

During synchronization, Jackrabbit applies tags to CRM contacts based on information such as:

Contact Type
Family Status
Family Location
Problem Account status
Primary, Billing, and Authorized for Pickup

Email and text opt-in or opt-out preferences are transferred only during the initial sync. After the initial sync, these preferences are managed in the CRM to avoid unintentionally overwriting customer communication preferences.