Tool integrations.
All services
Keep your tools working together. Move the information your business needs, with the right format and checks at each handoff.
Discuss your projectWhen I can help.
- The same customer details live in different tools.
- A form or spreadsheet needs to update your CRM.
- An app connection needs an API or webhook.
One part of a process or several connected steps. The scope depends on what you need.
Different tools.
The same information.
Illustrative mapping, not a live connection.
Website formCRM contact
| From the form | Into the CRM |
|---|---|
| Full name | Contact name |
| Email address | |
| What do you need? | Enquiry notes |
Check before creating.
Match by email. Update an existing contact or create a new one.
What you get.
- The agreed connections and field mapping.
- Validation and matching rules for your data.
- Connection tests and a documented handover.
Before we start.
Show me the tools and the information that needs to move. I’ll check what their connections allow before we agree the build.