Integrate the smallest path that removes daily copy-paste. Not the perfect enterprise map.
Priority order for SaaS teams
- CRM ↔ email/calendar (leads and activity).
- Ads/GA4 → reporting warehouse or sheet.
- Project tool ↔ time tracking (if billing depends on it).
- Finance ↔ CRM (won deals, invoices).
Version one integration spec
One direction of sync, one object type, idempotent writes, error log you actually read.
Use this as a working checklist inside your team first. When the same steps repeat every week and spreadsheets start breaking, that is usually the moment to scope the smallest reliable integration that removes repeated copy-paste from a core workflow as an owned system. See the relevant Standen service · More guides · SaaS ops audit.