The data that is exchanged between your CRM and Venta as part of our standard integration is described below. The integration is bi-directional, so Venta can both read data from your CRM and write data back to it.
We currently integrate with HubSpot, Salesforce, Pipedrive, Microsoft Dynamics, Odoo, Attio and Zoho CRM. If you want to connect another CRM, simply contact us.
The following contact attributes are written from Venta to your CRM when a contact is created (and read back during the sync). Optional fields are only sent when they are available.
| Attribute | Description |
|---|---|
| first_name | First name of the contact |
| last_name | Last name of the contact |
| company_id | ID of the associated company in the CRM |
| company_name | Name of the associated company |
| title | Job title of the contact (truncated to 128 characters) |
| lead_source | Source of the lead (set to "Venta AI"; not sent for Salesforce) |
| emails | E-mail address of the contact (primary email only, optional) |
| phone_numbers | Phone numbers of the contact in E.164 format (up to 2: primary + secondary, optional) |
| addresses | Postal address of the contact (city + country, optional) |
| owner_id | ID of the CRM user assigned as owner of the contact (optional) |
| custom_fields | Tenant-configured custom fields written into the CRM (optional) |
The following company attributes are written from Venta to your CRM when a company is created (and read back during the sync). Optional fields are only sent when they are available.
| Attribute | Description |
|---|---|
| name | Name of the company |
| description | Description of business activities |
| websites | Website of the company (optional) |
| owner_id | ID of the CRM user assigned as owner of the company (optional) |
| addresses | Postal address of the company (city + postal code + country, optional) |
| phone_numbers | Phone number of the company in E.164 format (optional) |
| custom_fields | Tenant-configured custom fields written into the CRM (optional) |
When new companies or contacts are created or updated in Venta, they are stored in the Venta database and synchronized to your CRM. In the other direction, Venta keeps a local cache of the contacts, companies and users that exist in your CRM. After the initial authorization or a manual click on "Sync now", Venta performs a full backfill of all CRM contacts and companies into the cache. On top of that, a daily incremental sync (20:00 UTC) picks up records created in the last two days, and a weekly full sync runs every Sunday (12:00 UTC) for CRM connectors that do not support sorting (currently Attio and Odoo).
The integration is built on top of the CRM integration provider Apideck BV (based in Antwerp, Belgium). Further information can be found at https://compliance.apideck.com.
Flowchart illustrating the bidirectional data synchronization process between the Venta database and CRM systems, including automatic and manual synchronization options.