Find repeated data entry
If the same lead information is entered separately in a website form, a spreadsheet and a CRM, that may be an integration opportunity. First decide which system holds the authoritative record.
Account for duplicate names, incomplete contact information and outdated records in the workflow design.
Check APIs and access
Software products support different integration capabilities. Review available APIs, usage limits, subscription requirements and permissions. Confirm that the intended connection is supported by your account.
Plan to grant only the information and access the workflow requires.
Plan for failures and retries
Plan for a temporarily unavailable CRM or a failed request. Consider retries, team notifications and protection against duplicate records.
A useful integration needs to support the team when something goes wrong, with enough information to understand and resolve the problem.