Connect Your Business Systems Without Manual Glue Work
We design and operate reliable integrations between Salesforce, CRMs, ERPs, billing, support, and internal tools—so your teams work from a single source of truth instead of spreadsheets and copy-paste.
Our Integration Services
Salesforce Integration
Connect Salesforce cleanly to ERPs, billing, support, and data platforms while your CRM strategy lives on its own dedicated track.
- Bi-directional sync for accounts, contacts, and opportunities
- Clean mapping between Salesforce objects and external systems
- Robust error handling, retries, and monitoring
- Collaboration with your Salesforce consulting team
CRM Customization
Tailor your CRM to match your unique business processes and sales methodology.
- Apex development & Lightning components
- Custom dashboards & reports
- Mobile app customization
- AppExchange app integration
ERP Integration
Seamless integration between Salesforce and your ERP systems for unified data flow.
- SAP, Oracle, NetSuite integration
- Real-time data synchronization
- Master data management
- Error handling & reconciliation
API Development & Integration
Custom APIs and middleware solutions to connect any system to your business ecosystem.
- REST & GraphQL API development
- Middleware & integration platforms
- Webhook & event-driven architecture
- API security & rate limiting
Systems We Integrate
CRM Platforms
- • Salesforce
- • HubSpot
- • Pipedrive
- • Zoho CRM
ERP Systems
- • SAP
- • Oracle
- • NetSuite
- • Microsoft Dynamics
Accounting
- • QuickBooks
- • Xero
- • FreshBooks
- • Wave
Other Systems
- • Marketing automation
- • E-commerce platforms
- • Custom applications
- • Legacy systems
Benefits of System Integration
Eliminate Data Silos
Create a single source of truth across CRM, ERP, billing, and internal tools for better decisions.
Reduce Manual Work
Automate data entry and repetitive handoffs so teams can focus on higher-value work.
Improve Accuracy
Real-time or scheduled syncs keep records aligned and eliminate conflicting reports.
Accelerate Growth
Unified systems enable faster decision-making, better customer experiences, and scalable processes.
Where Integrations Create Value
We prioritize integration work that has clear, measurable impact on revenue operations, customer experience, and internal efficiency.
Revenue Operations
Align marketing, sales, and customer success systems around a shared customer view.
- • CRM and marketing automation sync
- • Lead, opportunity, and subscription data flows
- • Revenue and pipeline reporting consistency
Operations & Finance
Keep orders, invoices, and inventory in sync between ERPs, billing, and CRM.
- • ERP and accounting system integrations
- • Automated invoicing and payment status updates
- • Inventory and fulfillment data shared with CRM
Product & Support
Connect product usage data and support tools back into CRM and analytics.
- • In-app events feeding into CRM and data warehouse
- • Helpdesk and ticketing system sync with accounts
- • Dashboards that combine product and revenue data
Ready to Integrate Your Systems?
Let's discuss how system integration can streamline your operations and improve data flow.
Schedule a ConsultationIntegrations & CRM FAQs
Common questions from operations, revenue, and product leaders planning integration work.
How do you approach a new integration project?
We start with a discovery and mapping phase—understanding systems, data models, and business processes. Then we define integration contracts, error-handling rules, and monitoring before building and testing the integrations.
Can you help untangle existing integrations that are fragile?
Yes. We can audit existing integrations, identify failure points, and gradually replace brittle point-to-point connections with more robust patterns using APIs, middleware, queues, or iPaaS tools where appropriate.
Do you work with iPaaS platforms like Zapier or Workato?
We work across the stack—from iPaaS-based automations to fully custom integrations. For high-volume, mission-critical flows we typically recommend more robust, observable integrations beyond basic no-code connectors.
How do you minimize downtime when rolling out new integrations?
We prefer phased rollouts with parallel runs, backfills, and clear roll-back plans. We also add monitoring and alerting so issues are caught early and can be resolved before they impact users.
Who on our side needs to be involved?
Typically a mix of operations or RevOps, IT or engineering, and business stakeholders who own the processes being integrated. We keep the technical details manageable with clear diagrams and documentation.
What does ongoing integration maintenance look like?
We can monitor integrations, respond to issues, and keep connectors up to date as APIs or schemas change—so integrations remain reliable as your stack evolves.