Revenue Systems Integration Map

INTEGRATION INVENTORY

Integration Registry

#	Source	Destination	Type	Owner	Status
1	CRM	MA	Bidirectional	RevOps	Active
2	MA	CRM	Lead sync	MOps	Active
3	CRM	Billing	Account sync	Finance	Active
4	Enrichment	CRM	One-way	RevOps	Active

Integration Documentation Template

INTEGRATION DOCUMENTATION

INTEGRATION NAME: _______________
ID: _____
STATUS: Active/Inactive

SYSTEMS:
Source: _______________
Destination: _______________
Middleware: _______________

DATA:
Objects synced: _______________
Fields mapped: _______________
Sync frequency: _______________
Direction: One-way/Bidirectional

OWNER:
Technical owner: _______________
Business owner: _______________

ERROR HANDLING:
Notification: _______________
Escalation: _______________
Recovery process: _______________

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DATA FLOW MAP

System Data Flow

DATA FLOW ARCHITECTURE

Website → Marketing Automation
         ↓
Marketing Automation ↔ CRM
         ↓
CRM → Sales Engagement
         ↓
CRM → CPQ → Billing
         ↓
CRM → CS Platform
         ↓
All Systems → Data Warehouse → BI Tool

Field Mapping Example

Source Field	Destination Field	Transform
MA.Email	CRM.Email	Direct
MA.Score	CRM.Lead_Score__c	Direct
MA.Last_Activity	CRM.Last_Marketing_Touch__c	Date format

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MONITORING

Integration Health Dashboard

INTEGRATION MONITORING

DAILY CHECKS:
☐ Sync job completion
☐ Error count
☐ Record count match
☐ Latency

METRICS TO TRACK:
Sync success rate: ____%
Avg sync latency: _____ seconds
Daily errors: _____
Records synced (24h): _____

ALERTS:
☐ Sync failure alert
☐ High error rate alert
☐ Latency threshold alert

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