wix CRM

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Hi, I am wondering if there is a way in wix code to extract data from the wix CRM. I know you can create contact and add it to the CRM through wix-CRM API. But I need info from the CRM such as labels, members etc. Thanks

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Hi,
It is not possible at this moment.
Roi.

3

Hi there,
I just wanted to second this request for CRM read access from wix-crm-backend. My use case is that Members interact with a number of other systems we provide, such as the Learning Management System and we’d like to be able to update their CRM record with counters on the number of courses they’ve completed and labels when they reach certain milestones so that we can send them customised drip campaign messages.

Currently we need to maintain a separate canonical user record in a database collection and use wix-crm-backend.createContact to blast the CRM record when it needs updating, but this means I need to replicate my own My Account page and Paid Membership subscriptions because I need to ensure that the user doesn’t change their contacts record directly (so that I can safely blast it when other parts of the system need to change it).

If I had read & write access, I could do away with the proxy record and update a person’s CRM record directly, editing/incrementing fields as required, adding and removing specific labels, setting/unsetting membership, checking when membership is due to expire (for paid memberships), etc.

Regards,

Andrew

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@Roi is it possible at this moment? Can’t we get the complete contact data from Wix-CRM?

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What I’ve done in the past is set up my own database to hold whatever extra details I need. Then, whenever something changes, I use wix-crm-backend to push updates back into the CRM. It’s not ideal, but it works.
If you’re dealing with members or need to confirm their info, I’ve found an identity validation service could be really useful. It helps pull stuff like names or ages from IDs so you can keep everything clean and accurate. I had a project where we needed to double-check users before giving them access, and this kind of thing made life easier.