Integrations
Connect your sales tools
See how Njin plans the connections between your lead sources, CRM and sales workflows.
Give each lead a clear path
Start with the data your team needs and where it should go. Each integration guide covers the use cases, setup steps and checks to agree before launch.
Map the work before connecting the tools
Write down the fields you need, who owns each lead and when a person should take over. Use those decisions to test the connection with your team before it handles live enquiries.
Frequently Asked Questions
What should we prepare for an integration?
List the tools involved, the fields to pass between them and the person who owns each lead. Agree which paths need a human handoff.
How do we know the connection is ready?
Run test enquiries through the whole flow and review the resulting records with your team. Resolve missing fields and incorrect routing before launch.
Find the right next step for your team
Talk through your lead flow, tools and scope with a Njin specialist.