CRM CRM Mobile and Integration 3

Question 1

What is 'Zapier' in the context of CRM integration?

Accepted Answer

A no-code automation platform that connects CRM with thousands of other apps through automated workflows

Answer

Zapier is a no-code automation platform that connects CRM with thousands of other applications through trigger-action workflows without requiring custom code.

Question 2

What is 'REST API' and why does it matter for CRM integrations?

Accepted Answer

A standard architectural style for web-based APIs that enables CRM systems to expose and consume data over HTTP

Answer

REST API is the dominant web API standard that CRM platforms use to expose their data and functionality for integrations with other systems.

Question 3

What is 'bi-directional sync' in CRM integrations?

Accepted Answer

Two-way data synchronization where changes in either connected system propagate to the other

Answer

Bi-directional sync allows changes in either the CRM or a connected system (like marketing automation) to automatically update the other system.

Question 4

What is 'OAuth 2.0' authentication in CRM API contexts?

Accepted Answer

An authorization framework that allows applications to access CRM data on behalf of users without sharing credentials

Answer

OAuth 2.0 is the standard authorization protocol that lets third-party applications access CRM data with user consent, without requiring the user's CRM password.

Question 5

What is 'conversation intelligence' in mobile CRM sales tools?

Accepted Answer

AI that analyzes recorded sales calls for insights, sentiment, and coaching opportunities synced to CRM records

Answer

Conversation intelligence uses AI to analyze sales call recordings, extracting topics discussed, competitor mentions, and coaching insights, linking them to CRM opportunities.

CRM - Software Practice Test

CRM - Software Practice Test

CRM CRM Mobile and Integration 3