What We Offer
The problem is almost always the same: your CRM holds client data, your finance tool holds invoices, your project management platform holds delivery status, and your ops team is spending hours each week manually copying information between all of them. Something always gets missed.
CRM integration means building reliable connections between your CRM and the other systems your business runs on — so a new deal in your CRM automatically creates a project, triggers an invoice, sends an onboarding email and updates your reporting. One source of truth. No manual re-entry.
We work with the full range of CRM platforms — HubSpot, Microsoft Dynamics 365, Sage CRM, Salesforce, Pipedrive and custom-built systems — and connect them to your stack using native integrations, iPaaS tools like n8n or Make, or custom API development where needed. We also handle data migration, deduplication and GDPR compliance as part of every engagement.
Key Benefits
Eliminate manual data re-entry between CRM and other systems
One reliable source of truth across sales, delivery and finance
Faster onboarding, invoicing and reporting
Cleaner data — deduplication and validation built in
GDPR-compliant data flows with proper field mapping
Works with your existing CRM — no need to switch
Integrations that scale as your team and process grows
Full documentation of every integration built
Our Process
System & Data Audit
Map your current systems, data fields, and the manual steps your team is doing to keep them in sync.
Integration Design
Design the data flows — what triggers what, field mapping, transformation rules and error handling.
Platform & Method Selection
Choose between native connectors, n8n/Make workflows or custom API development based on reliability, cost and maintenance overhead.
Build & Data Migration
Build the integrations, migrate and clean existing data, and test thoroughly against real data volumes.
Testing & Go Live
User acceptance testing with your team, then a staged go-live with monitoring in place.
Documentation & Support
Full documentation of every integration, training for your team, and optional ongoing support retainer.
Case Studies
See how we've helped our clients achieve their goals with this service.
CRM & Compliance Integration — Custom Surrogacy
Built a custom CRM system for a surrogacy agency handling sensitive personal data across multiple parties. Required careful data architecture, GDPR-compliant field mapping and integration with document management tools.
Results:
Replaced manual spreadsheet tracking with a purpose-built system. Significant reduction in admin time. Full audit trail for compliance purposes.
What Our Clients Say
Frequently Asked Questions
Which CRM platforms do you work with?
We work with HubSpot, Microsoft Dynamics 365, Sage CRM, Salesforce, Pipedrive, Zoho and custom-built CRM systems. If you use a platform not listed here, contact us — we can usually work with any system that has an API.
What other systems can you connect to our CRM?
Common integrations include: accounting and finance tools (Xero, QuickBooks Online, Sage 50/200); project management (Asana, Monday, ClickUp, Jira); email and marketing (Mailchimp, ActiveCampaign, HubSpot Marketing); ERP systems; custom internal tools; and data warehouses or reporting platforms. We also build CRM-to-CRM migrations.
How do you handle GDPR compliance in CRM integrations?
Every integration we build includes proper consideration of data flows under GDPR — particularly for personal data moving between systems. We document what data moves, where it is stored, what the legal basis is, and build in appropriate controls. We are not lawyers and this is not legal advice, but we build integrations with compliance in mind as standard.
Do you do CRM data migration?
Yes. Data migration — moving contact, deal, company and activity data from one CRM to another — is a core part of many integration engagements. We handle deduplication, field mapping, data cleaning and validation as part of the migration process.
How long does a CRM integration project take?
A straightforward two-system integration typically takes two to four weeks. More complex multi-system integrations or CRM migrations with large data volumes take six to twelve weeks. We scope each project clearly at the start.
Should we use native integrations, n8n/Make, or custom API development?
It depends on your reliability requirements, technical capability and budget. Native integrations are fastest to set up but often limited in flexibility. n8n and Make offer significant flexibility at lower cost than custom development. Custom API work is best for complex business logic or when the native options are too restrictive. We will recommend the right approach for your specific situation.
Related Services
Business Process Automation
CRM integration is often one piece of a wider process automation programme.
Software & Web Development
Where integration requires custom development, we build it properly.
Technology Audit
Understand your full stack and integration map before deciding what to connect.