B2B CIAM · CRM-to-Identity Lifecycle
Closed-won in CRM, provisioned before kickoff
When a deal closes or a subscription changes, access should follow without a ticket. We connect CRM and billing to Keycloak and the entitlement service through an event-driven, idempotent onboarding saga — every step retryable and every change traceable.
- Zero-touch onboarding
- Idempotent, resumable saga
- Every access change traceable
Standards & integrations
- Salesforce
- Stripe / Zuora
- Event bus
- Saga pattern
- Keycloak Admin REST API
- OpenFGA
Overview
Access that follows the contract
In most companies a signed contract turns into access through emails and tickets, and cancellations take even longer. We make CRM and billing the source of commercial truth and let their events drive everything else: an orchestrator creates the subscriber, entitlements, Keycloak organization, domains and first-admin invitation, writes OpenFGA license tuples, and reports back to CRM. Later events — upgrades, seat changes, non-payment, cancellation — flow through the same path.
What we deliver
- CRM and billing field mapping
- Onboarding orchestrator with saga state
- Idempotency, retry and dead-letter handling
- Lifecycle event handlers for changes after onboarding
- CRM write-back of organization IDs and status
- Runbooks for failed provisioning and manual review
Capabilities
What CRM-to-Identity Lifecycle covers
Configured, tested and documented on upstream Keycloak — then handed over or operated by us.
Event-driven onboarding
A closed-won event starts a saga keyed on the CRM account ID, and each step is recorded so a retry resumes where it stopped.
Idempotent steps
Every call checks for existing state first — an organization with that alias, a tuple that already exists — so duplicates can't happen.
Retries and dead letters
Transient failures retry with backoff and respect rate limits; permanent ones land in a dead-letter queue with an alert and a runbook.
Compensation when it's needed
Permanent failures such as invalid data unwind earlier steps cleanly instead of leaving a half-provisioned customer.
Lifecycle after onboarding
Upgrades, seat changes, renewals, non-payment and cancellation update entitlements, OpenFGA and sessions automatically.
CRM write-back
Organization IDs and provisioning status flow back to CRM, so sales and support see the same picture as engineering.
Lifecycle
What each commercial event changes
How CRM and billing events change access after onboarding.
| CRM / billing event | What changes | User impact |
|---|---|---|
| Product added | New entitlement and license tuple | Product available at next sign-in |
| Plan upgraded | Plan changed, new version published | New features at next token refresh |
| Seats increased | Seat limit raised | Admins can invite more users |
| Seats decreased | Limit lowered; organization flagged if over | Admins release seats by a deadline |
| Renewal | Validity extended, license expiry updated | None |
| Non-payment | Grace, then suspended; sessions revoked | Sign-in refused with a clear message |
| Reactivation | Status back to active | Sign-in works again |
| Product cancelled | Entitlement expired, license tuple removed | That product denied; others unaffected |
| Contract terminated | Members and IdPs removed; purge after retention | All access ends |
How it works
From first call to production
Map CRM and billing data
We map CRM fields to entitlements, organizations and invitations, and audit data quality before automating anything.
Build the orchestrator
Saga state, idempotency keys, retries, dead-letter handling and compensation are implemented and tested against rate limits.
Switch on lifecycle events
Onboarding goes live first, followed by upgrades, seat changes, suspension and termination.
Use cases
Where teams put it to work
High-volume SMB sales
New customers are provisioned every week without anyone touching the admin console.
Enterprise contracts with approvals
Strategic accounts pass a human approval step before provisioning continues.
Dunning and suspension
Non-payment moves organizations through grace and suspension, with sessions revoked and access restored on payment.
FAQ
CRM-to-Identity Lifecycle questions, answered
What if CRM has the wrong contact email or region?
CRM data quality becomes an access problem, so we validate records before provisioning and add a human approval step for strategic accounts.
Do cancellations remove users immediately?
Cancelling one product expires that entitlement and removes its license tuple; other products are unaffected. Terminating a contract removes members and identity providers, and the organization is purged after your retention period.
What happens when seats drop below current usage?
We don't evict users automatically. The organization is flagged, admins are notified, and they release seats by an agreed deadline.
Ready to roll out CRM-to-Identity Lifecycle?
Walk us through your requirements on a free strategy call. We'll come back with an architecture, a delivery plan and a fixed scope.