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How to Trigger Notifications from Deal Events Using Unified's CRM API

Blog post from Unified.to

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Unified's CRM API provides a streamlined method for generating notifications based on deal events across different CRM systems by normalizing activity into a single Event object. This approach allows users to bypass the complexities and inconsistencies of vendor-specific activity models by polling a unified event stream and filtering by deal and event type, such as calls, meetings, or notes. The guide outlines a TypeScript-based implementation process, which includes setting up a project, initializing the SDK, understanding event types, and deciding which events should trigger notifications. It details the use of incremental polling, deduplication strategies using event IDs, and retrieving deal context to create human-readable notifications. The system lets users construct notification payloads tailored to event types and integrate these into their own delivery systems, with the option to log follow-up actions back into the CRM, ensuring a consistent and efficient notification process.