Why does the same information get entered more than once?
An order may start in chat, move to a spreadsheet and then be entered in management software. Every manual transfer adds work and room for errors. An integration helps only when the team knows which system owns each piece of data.
Follow one record end to end
Choose one item, such as an order ID. Note where it first appears, who may edit it, which systems need it and when its status changes.
If the same field is editable in two places, decide which one is authoritative. Otherwise automation may just move conflicting information faster.
Check the connection options
Find out whether each tool provides an API, supported import/export or an existing integration. Access rights, formats, limits and error handling all affect feasibility.
Sometimes a better entry step is enough. In other cases, two systems need to exchange data or a shared view needs to show the current status.
Agree on a testable outcome
Define which information should no longer be re-entered, who resolves incorrect data and how a failed transfer will be noticed.
A small first workflow exposes technical and operational boundaries before the scope expands.