Systems
Identify the source landscape
Capture ERP, CRM, SaaS, database, API, legacy, and partner categories that contribute to the integration problem.
Integration landscape assessment
Capture your systems, recurring integration problems, desired outcomes, and consumers. Review a structured summary before sharing any contact details.
Assessment map
Move through systems, friction, consumers, and starting-point context before completing the guided assessment.
Select an assessment area.
Source systems
Systems
Capture ERP, CRM, SaaS, database, API, legacy, and partner categories that contribute to the integration problem.
What the assessment does
Identify the ERP, CRM, SaaS, database, API, legacy, and partner categories in scope.
Name direct dependencies, semantic conflicts, duplicated logic, upgrade exposure, and visibility gaps.
Include applications, agents, analytics, workflows, mobile experiences, and partner ecosystems.
Review a concise summary that connects your selections to a product conversation.
Your answers remain local until you submit the final step. Live submission is used only when the approved HubSpot configuration is enabled.