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by scrollaway 1362 days ago
What do people here use to keep customer information in sync between their customer support crm, and their db for example?

What's the common solution to "Customer updated their name => Have to update their info on stripe, chatwoot, and six more places"? Other than "Update everything for every single api call"…

3 comments

I’ve seen small businesses use something like Zapier. A better way would be to have a pub/sub system but that may be overkill given the complexity.
Customer Data Platforms (CDP) solve this problem. Segment.com is probably the one people here heard, Hull.io is another one
Careful with several of these that are considered tracking platforms, your "customer data" API calls may be blocked if you do it from an app and not from your back end.
Most people are updating it from a client side HTTP request when the page loads, most platforms (like Intercom) provide a signing mechanism to make this secure.