Automation & integrations / Guide
Plan an Integration
Map the source, destination, timing and ownership of a connection.
This guide explains concepts and example workflows. Available settings, integrations and steps depend on your plan, configuration and current product release.
Five questions
Answer these before implementation.
- What data should move?
- Where does it come from?
- Where should it go?
- When should it move?
- What should happen next?
Validate
Check field mapping, permissions, duplicate handling, third-party service policies and what happens when a transfer fails.
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