CRM Integrations Worksheet
A spreadsheet to track your CRM integrations
- Track your most valuable CRM integrations
- Single source of truth for API keys
- Make a copy of the worksheet to add your company's tools
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Track all of your CRM integrations before you begin your software search and include each in your negotiations.
This worksheet is designed to help you understand how your CRM universe looks and fits together, and will help your CRM administrator connect all the most important apps during your implementation process.
How to use this worksheet:
We’ve listed out the types of tools your teams might be using that could integrate with your CRM.
TechnologyAdvice advises businesses of all sizes, in every industry:
