System Guides
CRMs
Pragmatic CRM integration with or without existing connectors
Typical systems
- HubSpot
- Salesforce
- other CRM platforms
Approach
Integration exists
- start with native connector first
- quick wins: account lookup, summaries, follow-up support
No integration exists
- Option A: Custom MCP for live integration
- Option B: export + Dataset Manager (SQL/CSV) for rapid first delivery
Decision rule
- operational, current CRM workflows -> live connector/Custom MCP
- analytical/reporting-heavy use cases -> Dataset Manager