crm-integration.md

CRM Integration

Overview

ReasonFlow includes an abstract CRM layer with a mock implementation for development and a pluggable adapter pattern for production CRM systems.

Architecture

CRMBase (Abstract)
├── MockCRM       (in-memory dict, for dev/testing)
├── SalesforceCRM (future)
└── HubSpotCRM    (future)

CRMBase Interface

class CRMBase(ABC):
    async def get_contact(email: str) -> Contact | None
    async def update_contact(email: str, data: dict) -> Contact
    async def search_contacts(query: str) -> list[Contact]

MockCRM

Pre-loaded with sample contacts for development:

• In-memory dictionary storage
• Supports all CRUD operations
• Seeded with test data on initialization

API Endpoints

Method	Path	Description
GET	/crm/contacts/{email}	Get contact by email
PUT	/crm/contacts/{email}	Update contact data

Agent Integration

CRM tools registered in ToolManager:

• get_contact — fetches sender information before generating response
• update_contact — updates contact record after interaction

Contact Schema

{
  "email": "alice@example.com",
  "name": "Alice Smith",
  "company": "Acme Corp",
  "title": "VP of Engineering",
  "last_interaction": "2026-01-20T10:00:00Z",
  "notes": "Interested in enterprise plan",
  "tags": ["prospect", "enterprise"]
}