Skip to content

Integrations and connected apps

How to decide which integrations to connect first

This section explains how to think about integrations, provider connections, and external systems without getting lost in technical detail.

The correct order is operational, not technical. Connect the systems that influence lead capture, shared communication, and revenue workflow first. Secondary analytics or long-tail systems can wait until the core pipeline is stable.

For many organizations, the first integrations should be inbox channels, calendars, payment flows, or ERP systems that directly affect follow-up or fulfillment.