Working with multiple CRMs? This URL Redirection system improved our productivity

Route 53 + API Gateway + Lambda can improve yours too.

David Martins
Geek Culture

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Photo by @ryland_dean on Unsplash

As your company grows, your team uses more tools. You have a CRM, a Sales Management System, a Customers Service platform, a Product Analytics tool, a Subscription Analytics platform, a few in-house tools, and probably more.

How many times a day do you navigate to the CRM to find a customer, just to switch to your Customer Service platform or any of your Data Analysis tools, and look at the same person across multiple tools?

If you have to navigate from one tool to another, you certainly have a loss of productivity.

How to improve navigation between your tools?

In fact, the solution is simple: you just need some links in each tool, to redirect to every other tool you want to navigate.
Eg: A contact in your CRM will have a link to your Customers Service tool.

Eg: From Hubspot, you want to redirect to your other tools

But it’s slightly more complex: each tool uses a different Id in its URL!

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David Martins
Geek Culture

Head of Data & Data Engineer | Maker of FerdinandBot.com (Data Culture SlackBot) | Freelance page: https://bit.ly/dmartins-malt