Keep the systems that work. Make more of them.

Potential integration use cases

• Route approved enquiries into an existing CRM.
• Prepare summaries of customer interactions.
• Organise and classify selected business documents.
• Create follow-up tasks and reminders.
• Support quotation and procurement workflows.
• Connect authorised reporting information.
• Trigger agent workflows from supported events or schedules.
• Coordinate repetitive steps across compatible applications.

Integration requirements

Integration availability depends on the software provider, API access, permissions, licensing, data quality and implementation. Businesses retain control over their systems and connected data. No integration or external action should be assumed available until it has been assessed and agreed.