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Integrate external application use case

April 25, 2025 — 3 min read
Integrate external application use case Integrate external application use case
Related topics
  • CRM for Banks
  • Use Case Demos
Written by

Björn Hólmþórsson

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Curious how our technology works in real life? Watch this short demo to see how an external application can seamlessly integrate with CRM for Banks using the Akkuro Orchestrator. 

Summary
  • External forms connect seamlessly to CRM workflows: data submitted via third-party apps triggers real-time onboarding processes, creating sales opportunities and follow-ups automatically.
  • The orchestrator ensures smooth, automated execution: it processes data, initiates workflows, and updates tasks—keeping internal teams aligned without manual intervention.
  • Flexible integration supports scalable, compliant journeys: from onboarding to compliance, the orchestrator simplifies customer lifecycle management while enabling growth across channels.

Learn how CRM for Banks and the Akkuro Orchestrator streamline onboarding, automate workflows, and keep teams aligned for faster, smarter growth.

In this walkthrough, you'll learn how we automate the onboarding of a new client - from submitting data via an external form to creating sales opportunities and follow-up tasks within the CRM-system. You'll also get a glimpse of how the orchestrator processes data, initiates workflows, and keeps your teams in sync. 

This is just one of the many ways our flexible orchestrator can streamline and automate customer journeys in the banking world. Whether you're handling onboarding, compliance, or follow-ups, CRM for Banks helps you stay efficient, compliant, and ready for growth. 

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