Purpose
This feature supports CRM integrations and external system connections so data can move between iTech System and other platforms.
How to use it
Use it when you need automation, webhooks, or external apps to send or receive CRM data.
Connected areas
This feature should be used as part of the broader iTech System workflow, not as an isolated tool. Make sure the related lead, customer, project, support, or billing record is also kept up to date.
Best practice
Only enable process changes in this feature when the team understands the operational impact. Feature-level changes often affect multiple parts of the CRM.