It's great to have you here. Now, let's get down to business.
Here's our standard scoping template. This contains all information you'll need before starting your integration.
What systems would you like us to connect?
Do you have credentials to log into the program you wish to integrate with?
What data from System A would you like to send to System B?
<This is the core of your integration. We will use this information to pass all appropriate data.>
|System A (eg. Intercom)||System B (eg. Salesforce)|
Do all fields you listed in 'Data Mapping' exist in the appropriate program? This depends on your use-case, but most cases involve passing data between programs. If the field doesn't exist in your target program, we can't pass data to it.
How often would you like this workflow to run?
<As often as possible, One time per week, etc.>
What is the approximate volume of data you intend to send through our system?
<900,000 Salesforce leads>
*Note: if this number is sufficiently large, you may run into certain API limitations. Contact us if you encounter this and we'll help you solution.
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