System Documentation
Complete technical blueprint and workflow documentation for the Blewish + Consolto CRM integration
System Architecture
High-level overview of the integrated CRM ecosystem
External Systems
Consolto
Appointment Booking & Video Meetings
Meetn
Webinar Platform
SMS/Email
Communication Channels
Integration Layer
Webhooks
4 HTTP endpoints
Automations
4 core workflows
Validators
Runtime type checking
Internal CRM
Leads Pipeline
11-stage tracking
Appointments
Scheduling & outcomes
Policies
Policy lifecycle tracking
Data Flow
Real-Time Sync
Instant data synchronization between external systems and internal CRM via webhooks
Automated Workflows
4 intelligent automation sequences handle lead progression without manual intervention
Type-Safe Backend
Runtime validators ensure data integrity across all mutation and action operations
11-Stage Pipeline
Comprehensive lead tracking from initial contact through client onboarding
Core Database Tables
Primary data structures in the CRM system
leads
Fields:firstName, lastName, email, phone, source, funnel, stage
Indexes:by_stage, by_agent, by_source
consoltoAppointments
Fields:leadId, datetime, status, meetingType, agent, summary
Indexes:by_lead, by_agent, by_datetime
policies
Fields:leadId, carrier, productType, premiumAmount, status
Indexes:by_lead, by_status