Multiple SaaS Integration: The Prerequisite for an AI-Ready Backoffice

Meet Gene.

Gene works in Customer Support, and while he is fast and efficient, he is currently trapped in the middle of what we call the Tab Tango. In any given hour, Gene has Zendesk open for the support ticket, Stripe open for the payment history, and Salesforce open for the billing context. Plus a couple of Google sheets with exports from the legacy system, of course.

Gene’s doing the Tab Tango. Very Connectuary/Valentine's day, you might say.

But it's time to get sassy with your SaaS’s.

Because, unlike a romantic dance, this one is dangerous.

What does Gene do to issue a refund? He copies an ID from Stripe and switches to Salesforce, but then the phone rings. He switches back, or at least he thinks he does. He pastes the ID, clicks confirm, and just like that, the refund goes to Bob Miller instead of Bob Miller-Smith.

Chaos ensues. Efficiency dies

And the worst part? This isn't a Gene problem—it's a architecture problem.

The Hidden Cost of "Best-in-Class" Friction

As companies grow, their software stacks naturally begin to break apart. Different teams choose specialized tools: Sales loves Salesforce, Support loves Zendesk, and Finance loves Stripe. While these tools are powerful, they often end up as islands of data, with bridges made entirely of manual copy-paste. And maybe you’d like to pepper in some Slack notifications for good measure.

This fragmentation is the silent killer of operational productivity. Every time you switch tabs, you lose more than just a few seconds; you lose focus, momentum, and the "full picture" required for potentially high-stakes decisions (your legal and finance teams are looking at you).

Your Win: From "Admin" to Orchestrator

At Forest Admin, we’ve moved beyond the concept of an "admin panel." (by that we mean a static place where you view or correct you data). We are building an AI-ready backoffice that serves as your company's orchestration layer. Our fast-growing customers have realized that and we’re moving fast to be with them on this efficiency journey.

The real win for your team? They stop being a data-fetcher and start being an orchestrator.

And as the Agentic Era is upon us, the prerequisite for it isn’t just about having an AI chatbot; it’s about having a unified data layer. You simply cannot have effective AI agents if your data is scattered across forty-two different SaaS tabs… or worse, an excel spreadsheet. For an agent, human or AI, to be useful, it needs context; and to be effective, you need that context served on a single plate.

Integrating with Confidence for Full Picture + Sharp Ping

To give you complete control, Forest Admin combines two powerful integration mechanics into a single, cohesive working platform.

1. The Full Picture (Datasources)

This is how you get side-by-side visibility for data from multiple systems.

For a modern B2B SaaS, this is your control center. Imagine seeing real-time usage and account info from your production database right next to the current payment status from Stripe and the latest Customer Success notes from Salesforce. You aren't guessing anymore or tab tangoing. You aren't hoping you have the right context. You have the full, unified picture right there, giving you the confidence to make the right call—whether that’s approving a tier upgrade or troubleshooting a billing discrepancy. No second thought.

2. The Sharp Ping (MCP Client)

Complementing that broad view is the MCP Client, your tool for precision strikes. Need to send a Slack message to the product team? Trigger an automated onboarding email? Access a specific lead score without leaving the workflow?

That’s what you need when you’re in the heat of operations. These once-manual tasks are often the difference between a smooth day and a mounting backlog.

The real magic happens when these two dance together. Your CRM acts as a Datasource (so you see everything) while you simultaneously use its webhook as a ping (so you do everything). You get to stay in your flow, making decisions and taking actions without the friction of context switching.

Reclaim Your Focus: 40+ Integrations to Stop Tag Tango

The modern ops stack is vast, covering CRM, Payment, Automation, and Analytics. To say it’s fragmented is an understatement.

For regulated verticals like Fintech, the stakes are even higher: ID verification, AML screening, and fraud detection aren't just features—they are the backbone of your business safety.

By pulling all required information and actions into Forest Admin, you transform your operations from a source of stress into a source of competitive advantage.

And we’re just getting started.

Next week, we are announcing a massive wave of forty new integrations, across several major SaaS categories, to help you kill the Tab Tango once and for all. And our customer success team is here to help you deploy these or see how to implement the ones that are preventing you from getting a unified view of your operating context.

This is your invitation to build a backoffice that doesn't just respond to the present, but is pre-configured for the AI-driven future.

Time to deal with SaaS fragmentation.  Are you ready to lead the dance?

Let’s get in touch to discuss your datasource needs!

P.S. Gene just closed 39 tabs. He’s currently staring at the wall, enjoying the silence of a job done perfectly. It’s soothing. It's the sound of a unified backoffice.