**Source URL:** https://regulatoryone.veevavault.help/en/lr/921792/index.md # About the PromoMats-CRM Connection Organizations using both a PromoMats Vault and Vault CRM on the same domain can use a standard Vault to Vault connection.
The PromoMats-CRM Connection enables the transfer of the following data from Vault CRM to your PromoMats Vault: * _CRM Product_ records * _CRM Product Group_ records * _CRM Detail Group_ records * _Content Groups_ records * _Surveys_ records * _Directories_ records * _Content Types_ records * _Event Topic_ records * _Event Configuration_ records * _Country_ records * _CLM Content Metrics_ records The PromoMats-CRM Connection also enables the transfer of the following data from your PromoMats Vault to Vault CRM: * _Product Family_ and _Brand/Product_ records * _Indication_ records * _Email Templates_, _Email Fragment_, and _Template Fragment_ records Vault notifies users when content is successfully published to Vault CRM via CrossLinks, and also notifies users of any errors.
## Prerequisites To use this feature, your Admin must complete the following procedures: * [Establish a Vault to Vault Connection](/en/lr/53358/#Establish_Vault_to_Vault) * [Configure the PromoMats-CRM Connection](/en/lr/921794/) ## How the PromoMats-CRM Connection Works The PromoMats-CRM Connection supports synchronizing records from [multiple Vault CRMs](/en/lr/921794/#duplicating). While synchronizing records: * If a pre-existing record from the source Vault with a matching _CRM Org_, _CRM ID_, _External ID_, or _Link_ value exists in the target Vault, Vault updates the existing record. * If a pre-existing record from the source Vault with an identical _Name_ but different _CRM Org, CRM ID, External ID_, or _Link_ value, Vault creates a new record. Vault uses the _Link_ field to look up matching records in Vault CRM. If the _Link_ field on an existing record in PromoMats is blank, the PromoMats-CRM connection uses the _External ID_ field. ### How the Country Integration Works Vault CRM includes a _Connection Settings_ object type, such as _CLM Integration Settings_, for each feature that supports document routing based on country. Within this object, users can select multiple _Country_ (`country_cda__v`) values from the _Country Filter_ picklist to route content for their PromoMats Vault. In the PromoMats Vault, a _Connection Country_ record is created to match the _Countries_ selected from the filter in Vault CRM. The connection confirms that it creates a _Connection Country_ record for each _Country_ (`country__v`) record which has the _Country_ (`country_cda__v`) field populated with values that match the values in the _Country Filter_ picklist in Vault CRM. For example: * **Vault CRM A**: The _Country Filter_ picklist is populated with **United States**. * **Vault CRM B**: The _Country Filter_ picklist is populated with **United States**, **Canada.** * **Vault CRM C**: The _Country Filter_ picklist is populated with **Mexico**, **Canada**. Subsequently, the PromoMats Vault will have _Country_ records for the **United States**, **Canada**, and **Mexico**, and the _Country_ records will have their _Country_ fields populated with `country_cda__v` picklist values for their matching countries. Additionally, the _Global Country_ record also has its _Country_ field populated with `country_cda__v` picklist values of **United States**, **Canada**, and **Mexico**, along with other countries listed. After Vault synchronizes Vault CRM with the PromoMats Vault, the _Connection Country_ object creates records as follows: * **Vault CRM A**: United States, Global * **Vault CRM B**: United States, Canada, Global * **Vault CRM C**: Mexico, Canada, Global If Document A in the PromoMats Vault has a _Country_ field of **United States** and is updated with a new description, Vault CRM A and Vault CRM B are updated with the new description in near real-time, based on the records in the _Connection Country_ object. If Document B is created in the PromoMats Vault and has a _Country_ field of **Global,** Vault CRM A, Vault CRM B, and Vault CRM C are sent Document B in near real-time, based on the records in the _Connection Country_ object. ### How the CLM Integration Works With the CLM Integration, Vault can distribute approved multichannel presentations and slides from PromoMats Vaults to Vault CRM. This connection ensures that content approved via a standard MLR (Medical, Legal, Regulatory) workflow is available for use in CLM within Vault CRM. The CLM integration uses the standard Vault to Vault connection to establish a bridge between your source PromoMats Vault and the target Vault CRM to share content approved for distribution. Vault can transfer CLM content in the format of a binder containing slides. Users can manually create a binder and slides for transfer or use the _Create Presentation_ user action to generate a binder and slides, but CLM auto-publishing is not supported for use with this integration.  PromoMats Vaults automatically publish content to Vault CRM when a document's _Publish for CRM (CLM)_ (`clm_content__v`) field is set to _Yes_. Content is withdrawn when this field is set to _No_ or moves into an _Obsolete_ state. For every document published, Vault CRM creates a CrossLink of the original source document. This CrossLink connects the production PromoMats Vault to the sandbox Vault CRM across domains. To ensure that the correct content reaches the right audience, Vault routes documents to specific Vault CRM environments based on their _Country_ assignments, using the _CRM Connection Country_ object and routing logic applied via the `country__v` field. ### How the CLM Content Metrics Integration Works With the CLM Content Metrics Integration, Vault retrieves CLM statistics from Vault CRM and displays them in PromoMats Vaults via the system-managed _CLM Content Metrics_ object (`clm_content_metrics__v`). This integration allows Content Managers and Marketers to view content performance statistics, such as slide duration, HCP reactions, directly alongside the content. This helps Content Managers and Marketers to identify what content is resonating with HCPs, determine how users are utilizing available materials, understand the reach and impact of the content, and identify what content is underperforming or not reaching its audience. The following Vault CRM statistics are available in PromoMats Vaults: * The number of times a presentation or slide was shown in calls * The duration of a slide shown in a call * The number of times a presentation has been sent as a link * The click rate of a presentation shared as a link * How often slides are used in custom presentations * The number of presentation previews * The view order of slides * Reactions to slides * The location data for where presentations are shown at the country level The statistics are available for reports and dashboards and certain CLM engagement metrics are displayed in the Quick Look viewer side panel when you select a document in a Portal. ### How the Approved Email Integration Works The PromoMats-CRM Connection automates the flow of Approved Email content from PromoMats Vaults to Vault CRM over the Vault to Vault connection. This integration ensures that _Email Templates_, _Email Fragments_, and _Template Fragments_, along with their supporting documents, assets, associated renditions, and document relationships, are available in Vault CRM in near real-time.  Vault transfers steady and non-steady state documents related to staged or approved emails, which allows users to test emails before sending, and Vault keeps these related documents synchronized with the source documents when they are modified. Vault also provides country-based routing to ensure that content is sent to specific CRM instances based on the _CRM Connection Country_ object and the `country__v` field on the document.
### How the Document Transfer Integration Works The PromoMats-CRM Connection supports transferring steady and non-steady state documents in a single direction, from PromoMats Vaults to Vault CRM. When a document in a PromoMats Vault is created, Vault automatically creates a CrossLink document in Vault CRM via the Document Transfer integration. Any time the document is up-versioned in the PromoMats Vault, the document is up-versioned and the document metadata is updated to match in Vault CRM. The Document Transfer integration ensures that Vault CRM has access to up-to-date, approved contents available for distribution. Admins can configure the document types and document metadata to be transferred. Admins can also add the necessary document types to the PromoMats-CRM Connection document type group on the _Document Type Group_ object. To support sharing fax template documents to be used by the Send to Fax feature in Vault CRM, PromoMats Vaults can include the _Publish for CRM (Fax)_ shared document field to indicate which document can be used as a fax template. Admins can add this Yes/No field to any necessary document type.