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When businesses connect their CRM with project management platforms, stable data synchronization becomes critical. Without proper planning, teams may face duplicate records, delayed updates, or mismatched information between sales and operations. One key consideration is defining clear data ownership—deciding which system acts as the source of truth for contacts, deals, and tasks.

Another important factor is setting up reliable API connections and monitoring rate limits to prevent sync failures. Error logging and automated alerts also help teams quickly identify and resolve integration issues before they impact workflows. Security and permission mapping should never be overlooked, especially when sensitive customer data flows between platforms.

For example, during a monday.com Salesforce integration, aligning field mappings and sync frequency early in the process can significantly reduce inconsistencies and ensure both teams work with accurate, real-time information