CRM Sync Record

CRM synchronization tracking entity

CRM synchronization tracking entity

Tracks synchronization status between MemberPulse and CRM systems.

CRM Tags

For consistent and auditable tag sync, MemberPulse uses a predefined tagging system that associations/clients can review and apply.

See: CRM Tag

Fields

Core Fields

Field	Type	Required	Description
id	UUID	Auto	Primary key
crmSystem	enum	Yes	salesforce, hubspot
entityType	enum	Yes	contact, transaction, note, tag
memberPulseEntityId	UUID	Yes	Local entity ID
crmEntityId	string	No	CRM entity ID
syncStatus	enum	Yes	pending, synced, failed

Mapping Fields

Field	Type	Required	Description
fieldMappings	json	No	Field mapping applied
lastSyncAt	datetime	No	Last sync timestamp
syncErrorMessage	text	No	Error if failed

System Fields

Field	Type	Required	Description
createdAt	datetime	Auto	Creation timestamp
updatedAt	datetime	Auto	Last update

Features

CRM Sync Record

Acceptance Criteria

Frontend

• Admin/client UI can view and manage CRM Sync Record records where applicable.

Backend / API

• CRUD operations exist for CRM Sync Record (create, read, update, delete/archive).

Permissions

• Access is restricted to appropriate roles (tenant-scoped).

Business Rules

• Fields and relationships documented on this page are enforced for CRM Sync Record.

Error Handling

• Invalid payloads return field-level validation errors.