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

  • use Custom MCP for live integration

Decision rule

  • operational, current CRM workflows -> live connector/Custom MCP
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