Nobody wants another tab. The agents that stick are the ones that read from and write to the tools a team already lives in, so the work simply shows up done.
Map the hand-offs first
Before connecting anything, we list every place data changes hands: an email becomes a row, a row becomes a CRM record, a record becomes a reply. Each hand-off is a candidate for an agent step.
Least access, clear logs
Every connection gets the narrowest permissions that work, and every action is logged in plain language. When something looks wrong, anyone on the team can see what the agent did and why.