Discipleship CRM Integration
Bi-directional sync between a CRM platform and a custom discipleship tracking app, keeping pipeline stages and milestones perfectly aligned.
Screenshot coming soon
The Challenge
A non-profit organization running outreach campaigns needed their CRM (where new contacts land from ads) to stay in sync with a custom mobile app (where team members track spiritual journey milestones). Changes in either system needed to reflect in the other — including the tricky case of reverse movements when milestones are undone.
The Solution
Built a bi-directional webhook integration that keeps both systems in perfect sync. When a milestone is reached in the app, the CRM pipeline advances. When a CRM stage changes, the app reflects it. Special logic handles reverse movements correctly, calculating the highest achieved milestone from all fields rather than blindly following stage changes.
Key Features
Bi-Directional Sync
Changes in either the CRM or the custom app trigger webhooks that update the other system in real-time.
Milestone Tracking
Track spiritual journey milestones: Contact, Meetup, Discipling, Decision, Baptism, and Church attendance.
Reverse Movement Handling
When milestones are undone, the system correctly recalculates the pipeline stage based on all remaining milestones.
Pipeline Stage Mapping
Each combination of milestones maps to a specific CRM pipeline stage, ensuring consistent tracking.
Team Handoff Notifications
When contacts are transferred between team members, push notifications ensure smooth handoffs.
How It Works
Contact Created
New contacts from ad campaigns land in the CRM automatically. The integration creates a matching record in the tracking app.
Milestone Reached
A team member marks a milestone in the app (e.g., 'Met Up'). The webhook fires and advances the CRM pipeline stage.
Stage Calculation
The system checks all milestone fields to determine the highest stage, handling partial progress and reversals correctly.
Continuous Sync
Both systems stay in sync indefinitely. Any change in either direction is reflected within seconds.
Tech Stack
Results
Between CRM and app
Tracked per contact
Changes flow both ways
With reverse movement support