Choose a small set of fields
Start with enquiry type, customer request, follow-up time and assigned owner. Use consistent field names and agree which source is authoritative when records already exist.
Design for incomplete information
Customers will not always answer every question. Keep unknown values distinct from negative answers and route ambiguous records for review instead of guessing.
Monitor the connection
Test duplicate contacts, failed API requests and missing required fields. Assign an owner for integration errors and keep a recoverable record of updates that need attention.
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