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CRM Mobile and Integration Flashcards

6 cards from real CRM practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 6 CRM Mobile and Integration flashcards as text

  1. What is 'Zapier' in the context of CRM integration?

    Answer: A no-code automation platform that connects CRM with thousands of other apps through automated workflows

    Zapier is a no-code automation platform that connects CRM with thousands of other applications through trigger-action workflows without requiring custom code.

  2. What is 'REST API' and why does it matter for CRM integrations?

    Answer: A standard architectural style for web-based APIs that enables CRM systems to expose and consume data over HTTP

    REST API is the dominant web API standard that CRM platforms use to expose their data and functionality for integrations with other systems.

  3. What is 'bi-directional sync' in CRM integrations?

    Answer: Two-way data synchronization where changes in either connected system propagate to the other

    Bi-directional sync allows changes in either the CRM or a connected system (like marketing automation) to automatically update the other system.

  4. What is 'OAuth 2.0' authentication in CRM API contexts?

    Answer: An authorization framework that allows applications to access CRM data on behalf of users without sharing credentials

    OAuth 2.0 is the standard authorization protocol that lets third-party applications access CRM data with user consent, without requiring the user's CRM password.

  5. What is 'conversation intelligence' in mobile CRM sales tools?

    Answer: AI that analyzes recorded sales calls for insights, sentiment, and coaching opportunities synced to CRM records

    Conversation intelligence uses AI to analyze sales call recordings, extracting topics discussed, competitor mentions, and coaching insights, linking them to CRM opportunities.

  6. What is 'IoT CRM integration' and what use cases does it enable?

    Answer: Integrating internet-connected devices with CRM to trigger service actions and enrich customer records based on device data

    IoT CRM integration connects internet-connected devices with the CRM, enabling proactive service alerts, usage data enrichment, and automated follow-up triggered by device events.