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CRM Integration & Automation

Stop re-typing the
same data into three systems.

We connect your CRM to your ERP, billing, marketing and support tools — and automate the workflows that currently depend on someone remembering to update three places at once. Works with Salesforce, HubSpot, Zoho or a custom CRM. Senior teams, fixed scope, sync that actually stays in sync.

180+ teams shipping with our engineers · ISO 27001-secure · NDA on request

— What we build

Four ways we connect and automate our CRM.

From a two-system sync to a full multi-system automation layer, we build the integration that matches how your business actually operates. (Need the CRM itself configured or custom-built? See our Salesforce, HubSpot, Zoho and Custom CRM pages.)

Most broken
integrations fail silently.

Most “our systems are out of sync” problems aren’t caught until someone notices a wrong invoice or a missed follow-up — because most integrations have no monitoring at all. Before we build anything new, we check what’s already connected and where it’s quietly failing — then build monitored, alerting-enabled sync for the rest. Fewer surprises, less manual reconciliation.

Integration audit

Monitored by default

Alerting

No silent failures

1

MAP

Audit current integrations & data flows

2

DESIGN

Define sync rules, ownership & conflict handling

3

BUILD

Connect systems & automate the workflow

Outcome

We start with an integration audit — so you know what’s silently broken before we build anything new.

14 years · 290+ bots

Built to
stay in sync, not just connect once.

300+

 Products shipped to production

across 9 industries

14yrs

Years in business

founded 2012

95%

Engagement extension

clients renew or expand

ISO 27001

Audited data security

brief → first standup

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Capabilities & stack

Boring tech that
ships on time.

We build integrations with proven middleware and event-driven patterns — not fragile point-to-point scripts that break the moment an API changes. Real engineering, wired into the CRM you already run.

How we pick

01

Audit before you automate

Before we build a new integration, we map what’s already connected and where data quietly drifts. Most sync problems are existing-integration problems.

02

Design for conflict, not just connection

Two systems both trying to be the source of truth cause more damage than no integration at all. We define ownership and conflict rules upfront.

03

Monitored by default

Every integration ships with health checks and alerting — so a broken sync gets caught in minutes, not discovered in a bad invoice weeks later.

04

Real code where it counts

Middleware, event-driven architecture and proper retry logic when a no-code connector runs out of road.

CRM PLATFORMS

Salesforce

HubSpot

Zoho CRM

Custom CRM systems

INTEGRATION & MIDDLEWARE

MuleSoft

Zapier

Make

n8n

Temporal

DATA SYNC & EVENTS

Webhooks

REST / SOAP APIs

Kafka

CDC (Debezium)

BUSINESS SYSTEMS

ERP (SAP, NetSuite)

Billing (Stripe, Chargebee)

Helpdesk (Zendesk, Freshdesk)

OBSERVABILITY & GOVERNANCE

Datadog

Grafana

PagerDuty

Audit logging

Industries

CRM integration, tuned for
your industry.

Every domain has its own systems of record, compliance needs and points where data tends to drift. We bring playbooks, not blank integration maps — and shape the sync to your stack from day one.

01 · Industry

Healthcare

HIPAA-aware sync between CRM and clinical/billing systems.

02 · Industry

Finance & Fintech

Integration that keeps a compliance-ready audit trail.

03 · Industry

Retail & E-commerce

Sync that keeps customer, order and inventory data aligned.

04 · Industry

Logistics

Integration where the deal and the shipment stay one record.

Engagement models

Pick how you want to
ship with us.

Three ways in — all senior teams, all fixed against the outcome we agree before the first sync goes live.

Fixed-scope

Integration audit

Best when you suspect data is drifting but don’t know where.

Fixed-scope

Project-based build

Best for a defined CRM with a clear process to model.

Embedded

Staff augmentation

Plug senior integration engineers into your team.

FAQ

The questions
everyone asks before kickoff.

Not sure if you need custom or a platform? Book a 30-min call with a senior engineer.

What can you integrate our CRM with?

Your ERP, billing platform, marketing automation tools, helpdesk software, e-commerce platform, or any system with an API — whether your CRM is Salesforce, HubSpot, Zoho, or a custom build. We map the integration to what your business actually runs on.

We run an integration audit — checking sync logs, comparing records across systems, and testing edge cases — because most broken integrations fail silently and only get noticed when someone spots a wrong number weeks later.

We define ownership rules upfront — which system is the source of truth for which field — so conflicts are resolved automatically by a rule, not by whoever notices first. This is designed before a single integration is built.

Yes — for example, triggering a billing event automatically when a CRM deal closes, or opening a support ticket when a churn-risk signal appears. We build the automation logic, not just the data pipe.

Yes — every integration we build includes health checks and alerting by default, so a failed sync is caught and flagged within minutes, with retry logic to recover automatically where possible.

We work with Salesforce, HubSpot, Zoho and custom-built CRMs — the integration approach adapts to whatever platform you’re on. If you also need platform-specific configuration or development, we build that too on our dedicated platform pages.

 Yes — we audit what exists, decide what’s salvageable versus what needs rebuilding, and take over ownership with proper documentation and monitoring going forward.

You own it. We build with proper version control, monitoring dashboards and documentation, and hand over everything your team (or the next vendor) can pick up — no black box, no lock-in.

ISO 27001-secure · Certified since 2020

Let's make your systems talk to each other.

Send your brief — a senior engineer (not a sales rep) replies within 24 hours with a read on what’s already broken or missing, and a fixed-scope plan for the fix.

What you’ll get