Application and CRM integrations
Make your applications talk to each other, so nobody has to be the bridge.
The problem
Customer data lives in the CRM, the invoice in another system and the calendar in a third. Somebody ends up being the human bridge between them.
What can be automated
- Synchronization of contacts and statuses between applications.
- Automatic record creation when an event occurs.
- Notifications between systems.
- Periodic consolidation of data into one sheet or panel.
- Detection of duplicates and inconsistent records.
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How it works
We review which APIs, webhooks or exports each application you use offers.
We design the data flow: which system is the source of each piece of data.
We build and test the integration with sample data.
We set up alerts for when a connection fails or an API changes.
Applications that could be involved
- CRMs with an API
- Google Workspace
- Messaging platforms
- Billing or accounting systems with an API or export
Information it handles
- Contacts and statuses
- Events and records that cross systems
- Credentials and tokens (stored securely)
- Synchronization log
What needs human approval
- Which data may leave each system
- Mass deletion or overwriting
- Connecting accounts with broad permissions
Important: Integrations are possibilities subject to each provider’s APIs, permissions and capabilities. We do not promise universal compatibility.
What can be measured
- Records synchronized without intervention
- Sync failures detected
- Duplicates removed
- Time the team used to spend moving data
Industries where it applies
Accounting and administrative offices · Service companies · Marketing agencies · Retail and SMEs
Related services
Business process automation · Sales and customer follow-up automation · Business dashboards and reports
We quote your project for free
Tell us how you work and we quote your project for free.