The goal of a CRM integration with Kisi
Automatically adding or removing access permissions without needing to duplicate your efforts. If a user shows up in your CRM (customer relationship management system), it can be connected to Kisi so the user rights are automatically shared. Similarly if a user is removed from your CRM the access right is automatically deleted.
How Kisi works
Access permissions in Kisi are organized in groups. A group consists of permissions for certain doors during certain times with a certain security restriction.
Types of CRM integrations with Kisi
There are 3 types of integrations with Kisi:
Kisi native integration: An integration implemented on the Kisi side, e.g. our GSuite or Azure AD integrations
External integration: An integration implemented on the CRM side, e.g. our shared workspace software integrations where you copy an API key from Kisi to the CRM but mainly do the setup in the CRM system
External integration with mobile App: Some integrations have not only the CRM integrated but also the mobile app button to unlock the door in their own app, so there is no need to use the Kisi app on the end user side
How the connection to the CRM is set up
Typically there is some sort of group structure in all CRMs. The Kisi & CRM integration basically maps a group in Kisi to the group in the CRM so those two are synced. It is still possible to have a manual group in Kisi where you add users manually that are not synced to the CRM.