Uddan Promotions
Disconnected spreadsheets and apps cost Indian companies millions in missed opportunities. A deliberate CRM integration roadmap unites revenue teams around shared data.
Define your integration vision
Gather stakeholders from marketing, sales, customer success and finance. Document use cases—lead routing, sales forecasting, renewal automation, performance dashboards. Prioritise based on revenue impact.
Audit existing systems
List every data source and destination. Map fields, duplication issues and manual interventions. Align on a canonical data model before writing a single line of integration code.
Choose the right tooling
Evaluate native connectors, iPaaS platforms (Zapier, Make, Workato) and custom APIs. Balance flexibility, security and maintenance overhead. Ensure DPDP-compliant storage and access controls.
Roll out in phased sprints
Start with quick wins—lead capture, pipeline sync, deal notifications. Document processes, run UAT with frontline teams and publish playbooks. Transition gradually into advanced automation once adoption sticks.
Monitor and iterate
Track integration success with uptime SLAs, data latency, sync accuracy and user satisfaction scores. A healthy CRM integration becomes the heartbeat of your growth engine.
