Start with your existing account
Record the product, tier, add-ons and contract owner. Vendor integration pages and developer documentation are discovery sources; they do not confirm that a specific workflow is included in your agreement or has been implemented by the proposed supplier.
Ask for a bounded demonstration
Choose one operation: create an enquiry, attach a note or request an appointment. Ask for the exact data fields, authentication method, error handling and approval boundary. A general statement that a product integrates is too broad to support a purchase.
Allocate responsibility
Name the office rule owner and technical support owner. Document monitoring, account access, updates and rollback. Compare a native feature first, then connector and bespoke alternatives against the same requirement; keep unresolved claims out of scoring.
01Verify tier and scope in writing.
02Test the exact transaction.
03Confirm monitoring and support ownership.
Evidence & limits
Authored buying guidance, not a measured performance study. Examples are illustrative. No supplier outcome or account-specific integration is verified by this article.
Primary references checked 27 October 2026. Account scope, commercial terms and current permissions still need confirmation.