#1 Approach Jointflows enables a two way integration via flat-file exchange. In order to facilitate the creation of projects based on CRM data, there are 3 datasets that are useful : - Deals/Opportunities - Accounts/Companies - Contacts/People The file should be extracted on a regular basis and dropped into a S3 bucket. You might just provide data of Deals that have reached a specific stage, or export all open Deals and include the stage so that they can be filtered accordingly. This will NOT...