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Integrating with Your CRM / ERP

Architectural trade-offs between direct phone recipient sending vs. full contact database synchronization.

6 min readGuide

Architectural Approaches

When integrating PingStack with your existing CRM, school ERP, or billing software, you have two primary patterns:

Option A: Direct Recipient Sending (Recommended for Existing CRMs)

If your database is already the single source of truth for customer data, pass phone numbers and variables directly via `/api/v1/messages` or `/api/v1/campaigns/{id}/launch` (Pattern C). * **Pros**: Zero data synchronization lag, no duplicate database maintenance, immediate dispatches. * **Cons**: Contacts are registered on the fly in PingStack for Inbox visibility.

Option B: Full Contact & Group Synchronization

Sync customer records via `/api/v1/contacts/bulk` and group memberships via `/api/v1/groups/{id}/contacts`. * **Pros**: Non-technical team members can view rich contact metadata and launch broadcast campaigns directly inside the PingStack Workspace UI. * **Cons**: Requires managing two-way synchronization.