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Integration workflow

CRM & customer records integrations

Contacts, relationships, enquiries and agreed follow-up tasks.

A connection shaped around the work.

Customer matching needs more care than copying an email address. Establish how records are identified, which fields can be updated and what information should remain private. The aim is useful context without unnecessary data duplication.

A practical acceptance check.

Choose representative records with the people who use the system. Include a variant, a changed value and an exception relevant to this workflow. Check the resulting record in both systems and confirm who can correct it.

Agree how the team will notice a delayed connection and what should happen until it recovers. Where updates are scheduled, show that limit in the operating plan rather than describing the result as instant.

Integration architecture · an illustrative workflow
  1. Your existing systems

    Stores, tills, inventory and business tools

  2. An agreed connection

    Authorise, map, validate and monitor

  3. The Vehoo operation

    Shared stock, orders and business visibility

  4. A connected customer journey

    Checkout, preparation, delivery and updates

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