Integrations and source ownership

• Engineering review system. If technical assessment takes place elsewhere, map the opportunity and inquiry identifiers, submitted drawing revision and material requirement. Decide which external acknowledgment proves the declared effect before an Approved inquiry can become Completed.
• Document repository. If files remain in another service, agree how the submitted drawing and customer acceptance are retained as stable evidence. Keep their applicable references with the opportunity, and agree repository access and external sharing policy before enabling that connection.
• Quoting and ERP system. Configure a connection when a commercial estimate, order or compensation belongs to another system. Retain its reference and verify the result before claiming execution or correction complete. Keep pricing, production execution and accounting under their designated source owners.
• Mail and calendar service. Configure and test a provider mapping if customer communications should be imported. Map imported customer communications to the appropriate activity type and opportunity. Verify matching, private-content exclusions and duplicate handling separately.

Each connection needs a named source owner, field mapping and confirmation rule. Retain stable external references and use the guarded action’s operation key for its intended effect. A repeated request must not create another downstream action. Keep a timeout unresolved while checking whether the provider already acted; issuing a fresh key can hide a duplicate.

Keep credentials in the approved secret store and enforce the caller’s permitted organization scope. Rehearse a duplicate response, a changed drawing and an unavailable provider. Sales Manager must be able to distinguish a local decision from the actual external result before accepting completion. Configure connections through provider-supported access; verify the configured mapping and its denied paths before enabling ordinary use.

Plan the pilot and verify completion.