CRM Integration Services
A CRM that does not know what has been invoiced, delivered or supported is a list of intentions. Integration closes that gap — and the hard part is deciding which system is allowed to be right.
Discuss your projectDecide what each system owns, before anything is built
Every integration that ends up distrusted has the same origin: two systems were allowed to be authoritative about the same field. Sales edits a company name in the CRM, finance edits it in the accounting system, the sync runs, and one overwrites the other. A fortnight later nobody believes either.
So the first deliverable is a short document naming, field by field, which system owns the value. Accounting typically owns invoice status, payment and credit terms. The CRM typically owns the pipeline, the contacts and the activity history. Addresses are contested and need an explicit decision. Once ownership is settled, the sync direction follows from it rather than being a configuration choice someone makes later.
Where a field genuinely must be editable in both places, the conflict rule is written down and tested — not left to whichever write happens to arrive last.
Integrations we build
Accounting
QuickBooks, Xero and Sage. Quotes becoming invoices, payment status flowing back so sales can see what is unpaid, and customer records matched rather than duplicated. The chart-of-accounts and tax mapping is agreed with your bookkeeper first, because accounting integrations fail on taxonomy rather than on code.
Email and calendar
Google Workspace and Microsoft 365, so correspondence and meetings attach to records automatically. This single integration does more for data quality than any amount of asking people to log activity.
ERP and inventory
So a salesperson can see real stock and real lead times before promising a date. Usually one-way into the CRM, because the ERP should stay authoritative.
Support and helpdesk
Zendesk, Freshdesk or Intercom, so an account manager sees open tickets before a renewal conversation and support sees account value before prioritising.
Marketing and web
Form submissions, chat conversations, and voice agent outcomes arriving as structured records with their source preserved — which is what makes attribution reporting possible later.
Payments and subscriptions
Stripe or your processor, so subscription state, failed payments and churn are visible on the account rather than only in a billing dashboard.
How we build two-way sync
Two-way is roughly three times the work of one-way. These are the parts that account for the difference.
- An agreed conflict rule per field, tested against the case where both systems changed between syncs.
- Idempotent writes, so a webhook delivered twice does not create two invoices. Vendors retry more often than their documentation implies.
- A stable identity map between the two systems, so matching does not rely on a company name someone will eventually edit.
- Loop prevention, so a write into system A that echoes back from system B does not trigger an endless exchange — a common and expensive failure.
- A scheduled reconciliation job comparing both sides and reporting drift, because every long-running sync eventually drifts.
- Alerting on a sync that has stopped producing records, rather than on error counts, which get ignored.
- A dead-letter queue, so records that repeatedly fail are held for inspection rather than dropped silently.
Common questions
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Describe the problem and we will come back with scope, timeline, and a rate. No obligation to proceed.
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