CAS genesisWorld

CAS genesisWorld integration for German Mittelstand companies with contact management, opportunity tracking, and meeting sync.

When to Use This Connection

Use this connection when the user:

• Wants to connect their CAS genesisWorld instance to Demodesk for DSGVO-compliant meeting data sync
• Needs to configure contact and opportunity field mapping
• Wants to enable activity logging with AI enrichment to the genesisWorld dossier
• Needs to set up data privacy preferences compliant with German regulations
• Wants to troubleshoot contact or opportunity sync with genesisWorld

What This Connection Does

Guide the user to Settings > Integrations > CAS genesisWorld in their Demodesk dashboard at https://demodesk.com/manage/settings/integrations/cas-genesisworld. The connection uses genesisWorld's REST API — the user enters their genesisWorld server URL and authenticates with their admin account.

Once authenticated, Demodesk syncs contacts, companies, opportunities, activities, documents, and notes with CAS genesisWorld. Each meeting automatically creates an activity logged to the associated contact, company, and opportunity in the genesisWorld dossier, with the AI-generated summary and action items attached.

This integration is specifically designed for German Mittelstand companies. All data handling is DSGVO/GDPR-compliant, with data residency in German data centers. The integration respects genesisWorld's relationship-focused approach — meeting intelligence enriches the relationship data in your dossier, providing a complete view of customer interactions across time.

The integration supports both cloud and on-premise genesisWorld deployments. For on-premise users, ensure your genesisWorld instance has API access enabled and network connectivity to Demodesk services.

Configure field mapping in the "Field Mapping" tab to customize how Demodesk meeting properties map to genesisWorld object fields. Navigate to the "Data Privacy" tab to set up DSGVO-compliant data handling preferences for your deployment.

Anti-Pattern: "Storing Non-Essential Data" Do not sync all available fields between Demodesk and genesisWorld without understanding DSGVO implications. Map only the fields your team actively uses for sales purposes. Storing unnecessary personal data violates DSGVO principles and increases your compliance burden. Start with essential fields (contact info, meeting summary, next steps) and add fields only as specific business needs arise.

Data Sync

Sync is real-time with DSGVO-compliant data handling and German data residency.

Example Prompts

• "Connect my genesisWorld instance to Demodesk"
• "Configure DSGVO-compliant data privacy settings"
• "Set up contact and opportunity field mapping"
• "How do I ensure meeting data in genesisWorld is GDPR-compliant?"
• "Why isn't my genesisWorld sync working? Troubleshoot the connection."