Planning integrations · ASRR Tech
Which scenarios should test a website-to-CRM integration?
Test a normal enquiry, an existing customer and missing information. Check how failed transfers become visible and are recovered.
A practical example
A returning customer uses the same email for a new project.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Choose representative enquiries.
- Inspect received records.
- Check exceptions.
What does success look like?
Employees can handle normal enquiries and exceptions.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Planning integrations: the wider process
An integration needs agreement about data meaning and ownership. Decide the source system for each field, when information is exchanged and who resolves discrepancies. Availability of a product integration does not imply every data flow is supported. Verify the direction, fields and requirements using an example from your own process. Test missing data and a temporary failure. Ask an employee to check that synchronised information is usable for the next step.