CRM & Case Management Integration for Stakeholder Tracking

Stakeholder engagement is an ongoing process, but many organisations lack a centralised system to track consultation history and interactions. By integrating Citizen Space’s API with a CRM system (e.g., Salesforce, Dynamics 365, HubSpot), teams could:

  • Track participant engagement history across multiple consultations
  • Automate follow-ups based on previous responses
  • Generate reports on stakeholder interactions over time

Example: A UK public sector organisation linked their consultation platform with a CRM, allowing them to manage participant relationships more effectively.

Why the contribution is important

Without CRM integration, consultation data often remains siloed, making it difficult to track ongoing engagement. This solution would:
✅ Strengthen relationships by keeping a complete engagement history
✅ Improve efficiency with automated follow-ups and tracking
✅ Support evidence-based decision-making by analysing long-term engagement trends

Would this integration benefit your organisation? Share your feedback or suggest another API use case!

by admin on February 11, 2025 at 10:17AM

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Average rating: 5.0
Based on: 1 vote

Comments

  • Posted by HamishW March 03, 2025 at 10:17

    We've done some great integrations with Sharepoint and I'd be interested to know if there are others out there that people are working with. When we initially had conversations about API, TRIM seemed to be a contender though I believe that's now changed to Content Manager?
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