Instructions

Use this template to:

  1. List all tools in your marketing/growth/ops stack
  2. Identify data inputs and outputs
  3. Map how tools connect (direct or via middleware like Zapier)
  4. Surface manual steps, API limits, or sync delays
  5. Use for onboarding, audits, or automation projects

Tool Mapping Table (for Notion or Sheets)

Untitled

Example

Tool Name Function Sends Data To Receives Data From Integration Type Notes / Constraints
Klaviyo Email Marketing Facebook Ads, GA4, Shopify Shopify, Segment Native, API Event delay ~2 mins
HubSpot CRM / Sales Slack, GA4 Webforms, Ads, Zapier Native, Zapier Limited sync frequency (free plan)
GA4 Analytics — Website, Email, Ads Script, SDK

Integration Type Options

Type Description
Native Direct platform-to-platform connection
API Custom-built via developer integrations
Zapier No-code automation middleware
Manual Export/import, CSV, or spreadsheet sync
SDK Developer code or script-based tracking

Optional Views to Create

📌 Best Practices