Phone & Voice Agent Sync
Every call (human or AI), lands in the CRM as a contact, a note and a next action. No more calls that happened but were never recorded.
CRM Integration
CRM integration that makes your tools talk to each other.
Your CRM is only as good as what actually reaches it. We connect it to the phone, the calendar, the website forms and the billing system, so records write themselves and nobody re-keys anything.
2-wayReal sync, not a one-directional export
1–2Weeks for a typical single integration
0Records anyone has to type in twice
AnySystem with an API, and most without one
The problem
Your data is in five places and none of them agree.
The CRM says one thing, the calendar says another, and the real answer is in somebody’s inbox. Leads arrive through a form and sit there because nobody was told. A customer calls, and the person who picks up has no idea they already spoke to someone last week.
Most teams patch this with discipline: a shared spreadsheet, a rule that everyone logs their calls. It works for a while and then it quietly stops, because manual data entry is the first thing to go when people get busy.
Integration removes the discipline requirement. The systems talk to each other directly, so the record is correct whether or not anyone remembered to update it.
The joins that actually matter.
We are not interested in connecting everything to everything. These are the links that remove real manual work.
Calendar & Booking
Two-way sync between your CRM and Google Calendar, Outlook, Calendly or Cal.com, so a booking made anywhere shows up everywhere.
Website Forms
Form submissions route straight into the right pipeline with the right owner, tags and source attribution attached.
Data Migration
Moving from a spreadsheet or an old CRM. We map the fields, clean the duplicates, and move history across without losing it.
Billing & Invoicing
Connect Stripe, QuickBooks or Xero so a closed deal creates the invoice, and a paid invoice updates the record.
Two-Way Sync
Not a one-directional export. Change a record in either system and the other follows, with conflict rules you define.
Mapped first, built second.
Most failed integrations fail at the design stage, not the code stage.
1 · Map the data
We look at what lives where today, which system should own each field, and where the duplicates are coming from.
2 · Build the connection
Direct API where one exists, a middleware layer where it does not. Built to be readable, not a black box.
3 · Test on real records
We run it against a copy of your data first. Nothing touches production until you have seen it behave.
4 · Monitor & maintain
Integrations break when vendors change APIs. We add alerting so you find out from us, not from a missing lead.
Questions we get a lot.
What does CRM integration actually mean?
It means the systems around your CRM write into it automatically instead of someone copying data across by hand. A call comes in and becomes a logged contact. A form is submitted and becomes a lead in the right pipeline. A booking is made and appears on the right calendar. The CRM stops being a thing people forget to update and becomes an accurate picture of the business.
Which CRMs do you work with?
Most commonly HubSpot, Salesforce, GoHighLevel, Pipedrive and Zoho, plus industry systems like Clio for legal and the major dental and property platforms. In practice, if a system has a documented API we can integrate it, and if it does not, there is usually still a route through webhooks, scheduled exports or a middleware layer.
What if our system has no API?
It happens more than you would think, particularly with older practice-management and accounting software. Options in order of preference: an official API, an unofficial or partner API, a webhook or file-drop integration, or a scheduled import from an export the system can already produce. We will tell you honestly during discovery which of those applies and what it means for reliability.
Can you migrate our data from an old CRM?
Yes. Migration is its own piece of work: mapping fields between two different data models, de-duplicating contacts, deciding what history is worth carrying over, and validating the result. We always run it against a copy first so you can check the output before anything is committed.
How long does an integration take?
A single connection between two systems that both have good APIs is typically one to two weeks. A full migration plus several integrations usually runs three to six weeks. The variable is rarely the code. It is how clean the existing data is and how many edge cases the business has.
What happens when the CRM changes its API?
Integrations do break, usually because a vendor deprecates something. We build in error alerting so a failure surfaces immediately rather than silently dropping records for a fortnight. Ongoing maintenance is available, and we hand over documentation either way so another developer can pick it up.
Do you also build the automation on top?
Yes: that is often the point of connecting things in the first place. Once data flows correctly we build the workflows that act on it: follow-up sequences, task assignment, alerts and reporting. That work is covered on our workflow automation page.
Tell us what is not talking to what.
Send us a list of the systems you run and where the manual work happens. We will tell you what can be connected, what cannot, and what it would take.
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