FULL LOOP · CRM-TO-CRM PLUG-IN · DPRN INVISIBLE TO PARTNER

Their CRM. Our pipeline.

The plug-in talks to whichever CRM the trucking partner already runs — Salesforce, HubSpot, Microsoft Dynamics, Mandata, FleetWave, custom. We pull their existing client list, offer those clients reverse-logistics pickups, and write bookings back. The partner's team see nothing new in their interface. We see a fresh revenue line where there was empty road.

🔁 The Bridge · How Data Moves

Three-step handshake. Read their clients, offer reverse pickups, write the booking back. The dPRN engine fires inside CircularOS afterwards — they never see it.

📥 Their CRM (any of 6 supported)

We read what's already there.

Active client list (name, postcode, contract type)
Delivery routes & depots
Driver / vehicle assignments
Open invoice ledger

⇆

CIRCULAROS BRIDGE

📤 CircularOS (Full Loop side)

We add the reverse-logistics overlay.

Plastic-eligible client tagging (auto)
Reverse pickup booking + slot assignment
Per-kg + per-mile invoice line back
dPRN minting (private, hidden from partner)

🧩 Supported CRMs (6 connectors)

If a UK trucking partner runs it, we have a connector or can build one in < 5 days.

CRM	Auth	Connector	Status
Salesforce	OAuth 2.0	REST · Bulk API 2.0	✅ Live
HubSpot	OAuth 2.0 / API key	REST · CRM API v3	✅ Live
Microsoft Dynamics 365	Azure AD	OData · Web API	✅ Live
Mandata (TMS)	API key	REST · TMS Webhooks	🟡 Beta
FleetWave	API key + IP allowlist	REST polling	🟡 Beta
Custom / Bespoke	Negotiated	5-day build	⚙️ On-demand

⚙️ The Four Pillars

🔒

SILENT

Partner staff see no new screens. Reverse bookings appear inside their existing dispatch view as a normal job.

⚡

FAST

Read → tag → book → invoice happens in < 200ms. Polling fallback every 60s for legacy systems.

🎯

TARGETED

Only clients whose forward delivery has plastic on the return leg get tagged. No spam.

💷

REVENUE-FIRST

Partner's first invoice line lands within 14 days of plug-in going live. Proof, not promise.

📊 The Five Sync Events

What happens in real time when the bridge is live. Every event sealed in the Truth Ledger on our side; partner side just sees their own CRM update.

Trigger

CircularOS Action

Partner CRM Sees

Client createdNew client added in partner CRM

Tag client as plastic-eligible if postcode + contract match

A new tag/field on the client record (silent)

Forward job bookedPartner dispatches a delivery

Auto-offer reverse pickup slot for return leg

Optional reverse-job line appears in dispatch view

Driver weighs at depotH.BLUE seals weight + polymer

Mint dPRN, write per-kg + per-mile invoice line

New invoice line appears in their billing module

Invoice paidTheir AR system marks paid

Trigger Covenant 7% + 50/50 split inside CircularOS

Standard cleared invoice — no extra screens

Quarterly reconcileCron 00:01 first day of quarter

Send partner totals: jobs, kg, £ paid (PDF + CSV)

Email + portal upload, no UI change

🛠️ Sample Connector Call

What the bridge looks like under the hood for a Salesforce partner. (Their team never sees this — it runs server-to-server.)

# 1. Read partner's active clients
GET /services/data/v60.0/query?q="SELECT Id, Name, ShippingPostalCode FROM Account WHERE Active__c=true"
→ 412 clients returned

# 2. Tag plastic-eligible (CircularOS side)
POST /api/full-loop/tag-eligible
{ "partner": "Eddie Stobart", "client_ids": [189] }
→ 189 tagged · 223 skipped (no plastic on return leg)

# 3. Offer reverse pickup back into their CRM
POST /services/data/v60.0/sobjects/Task
{ "WhatId": "0011x00000Abc", "Subject": "Reverse pickup · 850kg HDPE",
  "ActivityDate": "2026-05-08" }
→ Task created · driver auto-notified via partner's existing dispatch flow

# 4. dPRN mint fires inside CircularOS (partner never sees this)
POST /api/dprn/mint
{ "weight_kg": 850, "polymer": "HDPE", "source": "Tesco RDC NN5" }
→ dPRN-2026-0051234 minted · Truth Ledger sealed

The Plug-In Doctrine.
Their CRM stays their CRM. Their drivers stay their drivers. Their clients stay their clients.
We read, we tag, we book, we invoice. Reverse logistics arrives as a fresh revenue line in a familiar inbox.
The dPRN, the £450, the Truth Ledger — all of that lives on our side of the bridge. Their side just sees: empty leg → full leg → cash.