---
title: "[CRM Integration] Setup: Preparation & Quick Start Guide"
description: CRM Integration Prep & Quick Start
---
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3. [\[CRM Integration\] Introduction](https://support.govspend.com/integrations-add-ons?hsLang=en#crm-integration-introduction)
# \[CRM Integration\] Setup: Preparation & Quick Start Guide
## In this article, we provide a list of action items to prepare your organization for a smooth integration and give you the steps to get started.
### Preparing for CRM Integration
We want your CRM integration with GovSpend to be as smooth and effortless as possible. To help us hit the ground running, here is a quick look at how to prepare your team for kickoff:
- Collaborate with your internal team: Bring your CRM team or Salesforce/HubSpot administrator into the loop early. We’ve designed this integration to be light on their schedule, and collaborating upfront ensures a seamless setup.
- Review our Recommended Data Set: You don't need to build your integration from scratch. During your kickoff, we will present a "Best Practice" data set that drives results for the vast majority of our customers. From there, we can easily tweak it to match your specific sales workflows and leadership KPIs.
- Keep an eye out for your Welcome Packet: Prior to your onboarding, your Relationship Manager will proactively send over our technical and security documentation (including details on our integration partner, Prismatic). Simply pass this along to your IT team for a quick review.
- Schedule your kickoff: Reach out to your Relationship Manager to get your kickoff meeting on the books!
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