The practical templateA clearer lead intake.
A clearer lead intake.
Twelve decisions to make.
Work through these checks before connecting your form to a CRM. Use them with a manual process or an automated one.
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Define the handoff
Keep the information useful
Design the exceptions
Need a recovery rule? Work through repeated events and uncertain writes
Verify before expanding
All twelve decisions checked.
Keep your test evidence separately. These ticks do not confirm that a live integration works.
Keep a copy
A page to take into the work.
Completing this checklist records decisions; it does not validate a live integration. Download or print the sheet for your handover notes.
Browser storage can be cleared or unavailable. Keep a separate record of actual test results. The complete vendor integration described in these guides has not been tested.