CRM Integrations

Because manually copying data between systems is what interns are for. Wait, no it's not.

Integration Map

1. The CRM Integration Problem (And Why Manual Workflows Suck)

Your sales team lives in Salesforce. Marketing uses HubSpot. Support tickets come through Zendesk. Finance tracks everything in QuickBooks. And somewhere, an employee is manually copying data between systems, making errors, and questioning their life choices.

CRM integration isn't just about moving data from point A to point B. It's about creating a single source of truth where every department sees the same customer information, in real-time, without duplicate entries, missing fields, or that dreaded "sync error" message.

Manual Workflow Nightmares
  • Data entry errors (human = error-prone)
  • Hours wasted on copy-paste
  • Inconsistent customer data
  • Delayed information flow
  • "Who has the latest version?" chaos
Integrated CRM Reality
  • Real-time data synchronization
  • Automated workflows (goodbye, busywork)
  • 360° customer view
  • Accurate reporting & forecasting
  • Teams that actually work together
Time Savings Math: If each employee spends just 30 minutes daily on manual data entry across 5 employees, that's 2.5 hours/day = 650 hours/year = ~€16,250 in wasted salary (at €25/hour). Integration pays for itself.

2. Salesforce: Making the Beast Work for You

Salesforce is powerful. It's also complicated. We speak fluent Salesforce-ese and can make it do pretty much anything you need (within the bounds of physics and your budget).

Data Migration

Moving from legacy systems to Salesforce without losing your mind (or data).

API Integration

Connecting Salesforce to your other business systems via REST/SOAP APIs.

Custom Objects & Fields

Building exactly what you need, not what Salesforce thinks you need.

Common Salesforce Integrations
  • Marketing Automation: HubSpot, Marketo, Pardot
  • Accounting/ERP: QuickBooks, Xero, SAP
  • Support Systems: Zendesk, Freshdesk, ServiceNow
  • Communication: Slack, Microsoft Teams, Email platforms
Salesforce Tools We Use
  • Apex: Salesforce's proprietary programming language
  • Visualforce: Custom UI components
  • Lightning Components: Modern Salesforce UI
  • Salesforce Connect: External data integration

We've worked with Salesforce since it was just a fancy contact manager. We know its quirks, its strengths, and how to make it sing (metaphorically speaking).

3. HubSpot: The All-in-One Platform That Actually Plays Nice

HubSpot markets itself as "all-in-one," but sometimes you need it to talk to systems outside the HubSpot ecosystem. We make that happen seamlessly.

Two-Way Sync Magic

The holy grail of CRM integration: when a contact updates in either system, it automatically updates in the other. No duplicates, no manual work.

  • Contact/Lead synchronization
  • Deal/opportunity tracking
  • Custom field mapping
  • Activity history logging
Marketing Automation Integration

Connecting HubSpot's powerful marketing tools with your sales and support systems.

  • Form submissions → CRM records
  • Email campaign tracking
  • Lead scoring automation
  • Workflow triggering between systems
HubSpot API Quirks: HubSpot's API has rate limits, field type restrictions, and some... interesting design choices. We know how to work within (and around) these limitations to build robust integrations.

4. Custom CRM Solutions: When Off-the-Shelf Won't Cut It

Sometimes your business processes are unique enough that Salesforce or HubSpot can't handle them without significant customization. Sometimes you need something built from scratch.

Building a CRM specifically for your business processes:

  • Industry-Specific Workflows: Built for your exact needs
  • Complete Control: No vendor lock-in, no license fees
  • Scalability: Grow with your business, not around software limitations
  • Integration-First Design: Built to connect with your existing systems from day one
  • Ongoing Customization: Change and adapt as your business evolves

The best of both worlds: leveraging existing platforms with custom extensions:

  • Salesforce/HubSpot Custom Apps: Extending functionality with custom-built components
  • Middleware Integration: Using platforms like Jitterbit to connect everything
  • Custom Reporting Dashboards: Unified views across multiple systems
  • Mobile CRM Applications: Field teams need access too
  • Legacy System Integration: Making old systems talk to new ones

We don't believe in one-size-fits-all solutions. If your business is unique (and whose isn't?), your CRM solution should be too.

5. Our Integration Process: No Surprises, Just Results

1
Discovery

We map out every data point, every workflow, every "if this then that" scenario. This usually involves whiteboards, coffee, and asking "but why?" a lot. We identify what data needs to move where, when, and how.

2
Architecture

We design the integration architecture: APIs, middleware, data transformation rules, error handling, and security considerations. We plan for the happy path AND the "what if it breaks" scenarios.

3
Development

We build the integration with clean, documented code. We test each component individually, then as a whole. We handle authentication, rate limiting, data validation, and all the boring-but-critical details.

4
Testing

We test with real data (anonymized, of course). We test edge cases, error conditions, and "what if the internet goes down" scenarios. We involve your team to make sure it works with your actual workflows.

5
Deployment & Support

We deploy during off-hours to minimize disruption. We monitor performance, fix any issues, and provide training and documentation. We're here for the long haul, not just the initial build.

6. Beyond Basic Integration: The Real Value

Anyone can connect two systems. The real magic happens when you use integration to enable new business capabilities.

Predictive Analytics

Combining CRM data with other business systems to predict customer behavior, churn risk, and sales opportunities.

Automated Workflows

When a deal closes in Salesforce, automatically create a project in your project management tool and notify the delivery team.

Compliance & Reporting

Automated GDPR compliance, audit trails, and regulatory reporting by connecting CRM data with compliance systems.

Ready to Connect Your Systems?

Stop wasting time on manual data entry and start using your CRM as the powerful business engine it was meant to be. Whether you need Salesforce, HubSpot, or custom solutions, we can build the integrations that make your business run smoother, faster, and smarter.

Tired of data silos and manual work?

Let's connect your systems and automate your workflows so you can focus on growing your business.

Connect Your CRM