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Membership · CRM sync

A membership site that stays in step with the CRM.

Members access their benefits and buy publications on the website, while member and order data syncs both ways with the client’s CRM.

Education & Training Membership Ecommerce CRM integration
membership / productiondeployed
Member accountsAccess to membership benefits
Deployed
PublicationsBooks bought through the site
Deployed
Two-way CRM syncMember and order data, both directions
Deployed
What was deliveredat handover
Benefits & accessMEMBERSHIP
PublicationsSALES
Two-wayCRM SYNC
Bespoke APIINTEGRATION
Architecture

How it fits together.

payroll-training-provider / architecture diagram
Membership and orders synced with the CRMMemberaccount & benefitsMembership sitebenefits and booksClient CRMmember recordsdata syncs both ways over the API
Member and order data moves both ways between the website and the client’s CRM, so membership records and purchases stay in step without anyone re-keying them. Scroll the diagram sideways to see all of it.

The challenge

A training and membership organisation serving payroll professionals and in-house payroll teams.

The website and the client’s CRM both held information about the same members. Keeping the two in agreement by hand does not scale, and a one-way feed would only have solved half of it — changes happen at both ends.

What we built

  • A membership area giving members access to their benefits.
  • Publications sold through the site alongside membership.
  • A bespoke two-way integration with the client’s CRM over its API.
  • Member and order data passed in both directions, so neither system falls behind.

The outcome

One set of member dataThe site and the CRM agree.
No re-keyingOrders and member changes move automatically.
Built both waysChanges at either end are carried across.
Ready to build?

Have something complicated to build?

Tell us what you are trying to achieve, not just which page template you think you need. Whether it is a bespoke web application, a complex ecommerce build, or ongoing development support — we will tell you honestly how we can help.

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info@ablewebservices.com
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