Integrations Directory 
Crunchbase
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Customer Inquiry
General inquiries or messages from prospects; starts the sales conversation.
Module:Sales
Entity:Contact
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Budget Request/Approval
Request and approve budgets for projects, departments, or initiatives.
Module:Finance & Accounting
Entity:Custom Entity
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Promotion / Role Change Request
Initiate internal promotion, role updates, or department transfers.
Module:Human Resources
Entity:Employee Change Request
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Financial Statement/Reporting
Prepare and submit financial statements and reports for compliance and analysis.
Module:Finance & Accounting
Entity:Custom Entity
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