Systems Integration Services
Systems integration services for businesses running on disconnected software
We connect the CRM, ERP, accounting, field service and industry software you already run, so information moves between them without anyone copying it by hand. Every integration we ship comes with monitoring, error handling and a clear owner.
Your team shouldn't have to carry data between systems.
We work with operating companies that have outgrown the handoffs between their tools. Each tool works on its own. The trouble starts when information has to move between them. You're a good fit if any of this sounds familiar:
- The same customer, job or order gets typed into two or three systems.
- Someone exports a CSV every week to keep two applications in step.
- Invoices, inventory or customer records disagree depending on which system you open.
- A report takes a day to build because the numbers live in four places.
- You added a location or acquired a business, and now there are two of everything.
- A connector or Zapier flow broke, and nobody noticed for a week.
Those workarounds hold up while the business is small. As volume grows, they become hours of rework, missed invoices and decisions made on stale numbers.
Six ways we connect your software.
Most projects use two or three of these together. We pick based on how often data has to move, what each system supports, and what happens when something fails.
| Service | What it solves |
|---|---|
| API integration | Two systems exchange records directly, so a deal closed in the CRM becomes a customer in accounting without retyping. |
| Data synchronization | Records stay aligned across systems on a schedule or in real time, with one system named as the owner of each record. |
| Webhooks and event triggers | An action in one tool starts work in another the moment it happens: a signed quote creates a job, a paid invoice updates the account. |
| Middleware | A small service sits between your systems to translate formats, apply business rules and handle volume that a direct connection can't. |
| Reconciliation | Automated checks compare records across systems and flag what doesn't match, so problems surface the same day. |
| File and legacy connections | When a system has no usable API, we connect through supported exports, SFTP file transfers or permitted database access. |
Systems we've connected in client work: Zoho CRM, Zoho Inventory, GoHighLevel, Salesforce, Shopify, Stripe, WordPress, Google Sheets, PostgreSQL and AWS. We also work across ERP, accounting, field service, project management, inventory and industry specific platforms. If your system has an API, export or database we're permitted to use, we can usually connect it.
For implementation details, explore our API, synchronization and middleware capabilities.
Map, agree, connect, run.
We start with one business question, like “which jobs are finished but not invoiced?”, and build the integration that answers it. Then we extend from there.
01
Map the workflow.
We trace the systems, record owners and manual handoffs behind that one question.
You get: a map of where data moves today and where it breaks.
02
Agree on the rules.
We settle which system owns each record, how records match across systems, and which exceptions need a person to review.
You get: a short integration spec your team signs off on.
03
Connect and validate.
We build the connections and test them against your real records, including the messy ones.
You get: working integrations, checked against your own data before anyone relies on them.
04
Run it.
We set permissions, monitoring, alerts and retry logic, and name who owns each connection.
You get: integrations that alert the right person when something fails.
After launch, we can stay on as your managed integration team, or hand everything over with documentation.
We'll tell you when you don't need us to build anything.
Not every integration needs custom code. If a native connector or a tool like Zapier or Make can handle the workflow reliably, we'll recommend it. Custom work earns its place when the rules, volume or failure handling go beyond what those tools do well.
| Approach | Best when | Watch for |
|---|---|---|
| Native connector | Both systems offer a built in integration that covers your fields and rules | Limited control over mapping, matching and errors |
| Integration platform (Zapier, Make and similar) | Simple, low volume flows between popular apps | Per task pricing at volume, and failures that are easy to miss |
| Custom integration | Complex business rules, data transformation, high volume, several systems, or no usable connector | You need someone to own and monitor it, which is part of what we provide |
Many setups end up mixing all three. We document which is which, so you always know what's running.
Systems we've connected for real businesses.
| Client | Systems connected | What we built |
|---|---|---|
| Vintel / GovIntel | Zoho CRM, Zoho Inventory, signup, billing and ecommerce apps | A customer portal with automated provisioning, plus a Go synchronization service that keeps contacts, accounts, products, invoices, payments, subscriptions and sales orders aligned, with logs and monitoring |
| Appreciation Financial | AI guided intake and GoHighLevel CRM | A financial intake workflow that applies fixed business rules, writes summaries and attaches results to the client's CRM contact for agent follow up |
| Taste the Local Difference | WordPress, partner forms, REST APIs | Partner data synchronization, imports and exports, and APIs that feed a public directory and map for a network of about 25,000 members |
| Shopify, New York and Los Angeles | Next.js, Vercel, third party services | Integration and maintenance work inside an established enterprise architecture, without disrupting live customer and event experiences |
Questions about systems integration services.
What do systems integration services include?
Systems integration services connect separate business applications so data moves between them automatically. That covers API integrations, data synchronization, event triggers, middleware, reconciliation checks, and connections to older systems through files or databases. A good engagement also includes monitoring, error handling and clear ownership after launch.
Can you connect software that doesn't have a built in integration?
Yes. If both systems have usable APIs, we connect them directly. If one doesn't, we look at supported exports, imports, SFTP file transfers or permitted database access, and recommend the most reliable option.
Should we use Zapier or a custom integration?
Use Zapier, Make or a native connector when it handles your workflow reliably at your volume. Custom integration makes sense when you need complex business rules, data transformation, high volume, several systems working together, or detailed recovery when something fails.
Do we have to replace any of our current software?
Usually not. Most companies we work with keep their existing CRM, accounting and operations tools. We connect what already works and only recommend replacing a system when it can't support how the business runs.
How do you handle records that don't match between systems?
We agree up front which system owns each record and how records are matched, using shared identifiers wherever possible. Records that can't be matched with confidence go to a review queue for a person to confirm.
What happens after the integration goes live?
Every integration ships with logging, alerts and retry logic. You can run it yourself with our documentation, or keep us on as a managed integration team that watches the connections and handles changes when your systems update.
Show us where the work breaks between systems.
Walk us through the systems you use, the reports you rebuild and the handoffs your team covers by hand. You don't need a technical spec. We'll tell you what should connect, what can stay as it is, and what a useful first integration looks like.
Book a workflow call →