Connaissances
Lynx Knowledge - CRM Integration
Link knowledge articles to CRM leads and opportunities
lynx_knowledge_crm
· v19.0.1.0.0
· Premium
What this solves
Lynx Knowledge - CRM Bridge
Bidirectional knowledge linkage between Lynx Knowledge articles and CRM: CRM records gain a "Related Articles" pane, articles gain a list of leads and opportunities they apply to, and the team stops searching for the runbook every time something happens.
Most CRM questions have already been answered in writing. The problem is finding the right article when you need it. This bridge adds many-to-many links in both directions so CRM records surface the sales playbooks they describe, and articles list the leads and opportunities they govern - without copy-pasting URLs into chatter.
Key Features
CRM record linking - CRM forms gain a Related Articles section.
Article linking - Knowledge articles gain a list of linked leads and opportunities.
One-click jump - clicking through either direction opens the linked record.
Multi-link support - many articles per record and many records per article.
Audit-friendly - the linkage stands up in compliance reviews where "what document governs this CRM record?" must be answered quickly.
Auto-Installation
Installs automatically when both lynx_knowledge and crm are present. Bridges your knowledge base with CRM records so the SOP and the work live next to each other.
Integrates With
lynx_knowledge - the article engine.
crm - the CRM module being bridged.
Depends on
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