“Will Auth0 by Okta play nicely with our existing System of Record (SOR)?”
Many organisations hesitate to implement Auth0 by Okta, fearing disruptions to their CRMs and core systems.
But here’s the real story: not only can Auth0 integrate seamlessly with popular SORs, but ThunderLabs’ strike teams are here to make the process smooth and efficient.
Here’s why identity and integration are simpler (and smarter) than you might think.
1. Auth0 Keeps Identity Simple
Auth0 by Okta focuses solely on identity, keeping data minimal — think name, phone number, maybe a date of birth. It doesn’t touch the broader customer profile, like job titles or spending limits. That’s all left for the CRM to handle.
This minimal approach, where only the essentials are stored for the duration needed, is not only efficient but also aligns with strict data privacy regulations, like Europe’s “right to be forgotten.”
In the future, the goal is to reduce identity to something as simple as a hashed number or even let individuals manage their own data — a revolutionary but achievable vision.
2. The Power of Integration: Auth0 & Major CRMs
If your CRM or SOR supports the appropriate API (and most mainstream CRMs do), Auth0 can connect. Implementation teams like ThunderLabs can work with you to ensure the token exchanges and work flow is maintained.
In fact, leveraging APIs, Auth0 can pull identity information directly from major platforms like Salesforce, creating a seamless bridge between your CRM and identity provider (IdP). This approach provides flexibility to work within your existing ecosystem without compromising functionality or security.
3. Switching IdPs Without Disruption? Here’s How
Imagine your current IdP is reaching end of life, or maybe you’re simply ready to consolidate identities in Auth0 for performance and management efficiency. Either way, Auth0’s “lazy migration” offers a non-disruptive path forward.
Lazy migration works like this: when users log in, their identity is seamlessly moved into Auth0 rather than the old system. Over time, active users are shifted, leaving only occasional visitors.
One of our clients, for example, is taking advantage of this approach to transition from Salesforce Classic to Salesforce Health Cloud. By mid-2025, they’ll alert infrequent users about the change, do a final bulk move, and prompt those users for a password update.
It’s seamless, secure, and keeps your data safe.
In a Nutshell
So, if you’re working with a mainstream CRM that supports an API, odds are high that Auth0 by Okta can integrate smoothly, enhancing your identity management without disrupting your workflow.
If you’ve been on the fence about integrating identity solutions with your current setup, it’s time to re-evaluate. ThunderLabs’ strike teams are ready to help you leverage Auth0 by Okta to its fullest potential. Don’t let myths hold you back from a streamlined, secure identity solution.
Ready to explore how Auth0 by Okta fits into your system? Get in touch with our ThunderLabs to discover the ease of integration.
Reviewed by: Mike Gamble, Cyber Security Identity Practice Lead
Mike Gamble leads cybersecurity and identity management at ThunderLabs, with a focus on Identity Access and Management and Security Standards Compliance. He and his team build secure digital assets that prioritise customer experience. Make ThunderLabs your onshore Okta partner for customer identity.
