Worksheet

Channel-to-system integration map

The diagram puts email and WhatsApp on one side and the CRM on the other, with every decision between them marked: qualification, matching, assignment and retry. Choose the tool afterwards.

Name: ______________________ Business: ______________________ Date: ______________

Scroll the table sideways to see every column.

Item	Who owns it	Where it is kept today	What is missing

Cross out or rewrite any heading that does not fit your business. From the guide “How to Connect Email, WhatsApp and Business Software”, www.gullysystem.com/blog/how-to-connect-email-whatsapp-and-business-software