CRMs
Pragmatic CRM integration with or without existing connectors
Typical systems
- HubSpot
- Salesforce
- other CRM platforms
Approach
Integration exists
- start with the native connector first (HubSpot, Salesforce)
- quick wins: account lookup, summaries, follow-up support
No integration exists
- use Custom MCP for live integration
Decision rule
- operational, current CRM workflows -> native connector or Custom MCP
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