Start with the business operation
Name the operation in terms the team understands: create a project, issue an approved invoice, synchronize a document, or submit a maintenance request. Then map the nodes that contribute to that operation and the side effects each one can create.
For each side effect, record the business identifier, destination record identifier when available, and current outcome. The operator should be able to distinguish “not attempted,” “confirmed successful,” “confirmed failed,” and “outcome unknown.” The last state matters when a request times out after the destination may have acted.
I would also define which system is authoritative. If the CRM owns customer identity and the tracker is a reporting copy, recovery should reconcile the tracker to the CRM. Treating both systems as equally authoritative can create loops or overwrite a valid correction.