Automation & integrations / Guide
Integrations Overview
Plan how data moves between supported systems.
This guide explains concepts and example workflows. Available settings, integrations and steps depend on your plan, configuration and current product release.
Before connecting
Define the data, its source, its destination, the trigger and the expected next action. Availability, authentication and third-party requirements vary.
Example
When supported and configured, a lead source can send an enquiry to CRM, assign a salesperson and create a follow-up.
Explore availability
Browse the integrations catalogue or ask the team to verify a particular connection before relying on it.
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