Paragon Integration FAQs
We use Paragon for all of our API integrations with CRMs. Paragon’s security docs can be reviewed at: https://docs.useparagon.com/security/security
Integration:
- Setup begins at: https://www.crystalknows.com/app/team/integrations
- We require the following Salesforce/Hubspot Permissions:
- API
- Id, profile, email, address, phone
- refresh_token,offline_access
- Create Crystal Fields
- This workflow triggers once when the integration is first enabled. It creates the following fields on the contact object in Salesforce/Hubspot, all name-spaced with CrystalKnows to prevent collisions.
- CrystalKnows_DISCType
- type: Text
- This contact's DISC personality type provided by Crystal.
- CrystalKnows_Archetype
- Type: Text
- A user-friendly label to describe this contact's overall behavioral style
- CrystalKnows_Percentage_D
- Type: Number
- This contact's DISC percentage for the personality trait Dominance
- CrystalKnows_Percentage_I
- Type: Number
- This contact's DISC percentage for the personality trait Influence
- CrystalKnows_Percentage_S
- Type: Number
- This contact's DISC percentage for the personality trait of Steadiness
- CrystalKnows_Percentage_C
- Type: Number
- This contact's DISC percentage for the personality trait Conscientiousness
- CrystalKnows_Overview
- Type: Text
- A one-sentence summary of this contact's behavioral style
- CrystalKnows_Qualities
- Type: Text
- A comma-separated string of this contact's top personality traits
- CrystalKnows_Traits_Risk_Aversion
- Type: Number
- This contact's risk-aversion on a 1-100 scale (1 = risk-tolerant, 100 = risk-averse)
- CrystalKnows_Traits_Skepticism
- Type: Number
- This contact's skepticism on a 1-100 scale (1 = trusting, 100 = skeptical)
- CrystalKnows_Traits_Pragmatism
- Type: Number
- This contact's pragmatism on a 1-100 scale (1 = intuitive, 100 = pragmatic)
- CrystalKnows_Traits_Leniency
- Type: Number
- This contact's leniency on a 1-100 scale (1 = strict, 100 = lenient)
- CrystalKnows_Traits_Pace
- Type: Number
- This contact's pace of work on a 1-100 scale (1 = slow, 100 = fast)
- CrystalKnows_Traits_Expressiveness
- Type: Number
- This contact's expressiveness on a 1-100 scale (1 = stoic, 100 = expressive)
- CrystalKnows_Traits_Social
- Type: Number
- This contact's sociability on a 1-100 scale (1 = non-social, 100 = very social)
- CrystalKnows_Traits_Dominance
- Type: Number
- This contact's dominance on a 1-100 scale (1 = supportive, 100 = dominant)
- CrystalKnows_ProfileURL
- Type: URL
- URL to the profile in the Crystal Knows dashboard
- Configuration
- API Key (required)
- Your Crystal Knows API key, provided by your CSM
- LinkedIn URL (optional)
- Select Contact and then the field where you store the LinkedIn URL for the contact, this increases our match rate for profiles.
- Workflows
- Enrich Contact
- When a new contact is created in your Salesforce instance, we will run a task to enrich that contact using the Crystal Knows personality API, then populate the above fields with our data.
- Conditionally Enrich Contact
- When a certain field is set to the provided value, we will trigger the enrichment
- ie: when a contacts sales state becomes a “sales qualified lead”, run the enrichment
- Conditionally Enrich Checkbox
- Same as above but driven off a checkbox field
- You will need to create the checkbox in Salesforce/Hubspot first, then select it here.
- Push Data to Contact Record
- only workflow not triggered from Salesforce
- This will attempt to match profiles created by users in the Crystal Knows platform with contacts in your Salesforce instance and then push the enriched data
- First match is made by email, then first name, last name, and job title
- if we do not match you can configure us to either create a new contact record with the enriched data or do nothing.