CRM & API integration

CRM & API integration for UK businesses.

One source of truth. We connect your CRM to every other system so a change in one place updates everywhere — instantly and automatically.

Two-way
Real-time sync via webhooks
1–5 weeks
Typical build, scoped up front
Audited
Every sync event logged
Overview

Your systems, finally in sync.

When your CRM, inbox, accounting and support tools don’t talk to each other, your team re-enters the same data again and again — and records quietly drift out of date.

We build secure, two-way integrations so every system shares one accurate, live picture of each customer.

You define who wins. Conflict rules are yours to set — “CRM wins for contact data, accounting wins for invoices” — and every sync event is recorded in an audit log.

HubSpotSalesforcePipedriveZohomonday.comDynamicsCopperDezrezReapitAltoClioLawConnectXeroQuickBooksSage
  • Two-way sync
    Update a record once and it’s correct everywhere within seconds.
  • Any system
    CRMs, accounting, support, email and bespoke APIs — all connected.
  • Built on your stack
    We work with HubSpot, Salesforce, Pipedrive, Zoho and more.
  • No more re-keying
    Your team stops copying data between tabs — for good.
In practice

Watch one change ripple everywhere.

Real events flowing through a connected business — updated across every system, automatically.

01 New lead from your website

The form submission creates the CRM record, routes it to the right owner, and posts a note into Slack or Teams — within seconds.

02 Deal marked won

The invoice is raised in accounting, the onboarding task list is created, and the welcome email sequence starts.

03 Support ticket resolved

The CRM timeline updates, the calendar follow-up is booked, and the account health score is recalculated.

One CRM, one source of truth — fed by website forms, email and marketing, accounting, the support desk, your calendar and Slack or Teams.

CRM & API integration FAQs

Connecting your tools, properly.

Which systems we work with, how long integrations take, and what happens when APIs change.

HubSpot, Salesforce, Pipedrive, Zoho, monday.com, Microsoft Dynamics, Copper, and most others with a public API or Zapier/Make connector. For property: Dezrez, Reapit, Alto. For legal: Clio and LawConnect. If it has an API, we can usually integrate.

Tell us what you use during the free audit. If there’s a public API, we can almost certainly integrate. For older systems without modern APIs we can often work via export/import, email parsing, or browser automation — we’ve yet to hit a system we couldn’t connect to.

Simple one-way syncs (e.g. website lead into your CRM): 1–2 weeks. Bi-directional syncs (CRM to accounting, with conflict resolution): 3–5 weeks. Complex multi-system orchestration: 4–8 weeks. We scope this precisely during the free audit before you commit.

APIs do change, occasionally without warning. On the Care plan we monitor for failures and version mismatches, fix issues proactively, and notify you before anything affects live operations. Without Care you’d be told but expected to handle fixes yourself.

Yes — data migration is included in the Build phase when switching CRMs or merging databases. We handle deduplication, field mapping, validation, and a parallel-run period where both systems hold data until you’re confident in the switchover.

Yes. Changes in either system propagate to the other within seconds via webhooks, with conflict resolution rules you define (e.g. “CRM wins for contact data, accounting wins for invoices”). Audit logs record every sync event.

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