Frequently Asked Questions

Do you store all data or only references?

We store only the mapped fields required for operation and analytics inside our CRM. All scope and retention details are defined during the technical kickoff.

What happens if our API becomes unavailable?

We have an automatic retry mechanism with continuous monitoring. Once your API responds again, synchronization resumes automatically with no loss of events.

Do we need to build a new API from scratch?

Not necessarily. If your CRM already provides a documented API, the connection is straightforward. If not, we evaluate alternatives such as webhooks, iPaaS integrations, or hybrid approaches.

How long does CRM integration take?

Integration typically takes 1–2 weeks after the technical kickoff, depending on CRM complexity and number of endpoints.

Is the data secure?

Yes. We use encrypted protocols (HTTPS/TLS), access control, monitoring, and industry-standard security practices.

Is the solution compliant with GDPR/LGPD?

Yes. We only process data authorized by end users and use the minimum necessary to deliver the service.

Can we revoke access at any time?

Yes. You control token lifecycles and can revoke permissions whenever you wish.

How often will Patagon query our API?

The frequency is defined during the technical kickoff, usually between 5 and 30 minutes, depending on rate limits and operational requirements.

How much data can we synchronize?

There is no fixed limit. We scale according to lead volume, CRM capacity, and the agreed SLA.