CRM & API Integration Services
CRM integration services that connect your CRM to the phone system, website forms, accounting and internal databases. Every integration starts with written rules for which system owns each field, which way data flows and what happens when the same event arrives twice, because those three decisions decide whether it survives.
Stack & Delivery
What we build on, and how it runs.
Technology stack
How an integration is built
- 1
Ownership
Which system owns each field, written down, so two systems never overwrite each other.
- 2
Direction
One-way or two-way per object, and how conflicts resolve.
- 3
Duplicates
Idempotent writes, so a webhook that arrives twice creates one record.
- 4
Build
On the vendor's documented API, with retries and rate-limit handling.
- 5
Monitor
Failed or stalled syncs raise an alert rather than going unnoticed.
Our Approach
Most CRM integrations fail on decisions taken before any code: field ownership, data direction and duplicate handling. We settle those in writing first, then build the integration on the vendor's documented API or webhooks, with retries, rate-limit handling and monitoring, so a failed sync raises an alert instead of silently leaving records out of date.
What's Included
Phone System to CRM
FreePBX and Asterisk connected to the CRM for screen pop, click-to-call and automatic call logging.
Website Forms to CRM
Enquiries and sign-ups created as CRM records with routing and de-duplication, instead of arriving as email.
Accounting & ERP Sync
Customers, invoices and payments kept consistent between the CRM and the accounts package, with one owner per field.
API Middleware
A server-side proxy that exposes only the fields a portal needs, so databases stay closed to the public internet.
Customer Portals on an Existing CRM
A client-facing portal that reads and writes through your current CRM rather than replacing it.
Sync Monitoring
Dashboards and alerts for integration health: failed calls, queue depth and records out of sync.
Related Services
What this is usually deployed alongside.
Relevant Work & Technical Detail
Assess how we approach this work.
CRM integration best practices
Field ownership, data direction and duplicate handling, decided before code.
ReadWhat an API integration commits you to
Vendor deprecations, credential lifecycles and changes vendors call non-breaking.
ReadA customer portal on an existing CRM
Adding a portal without replacing the CRM underneath it.
ReadGuides
Written by the engineers who do this work.
CRM & API Integration FAQs
Which CRMs can you integrate?
Any CRM with a documented API or webhooks, including the large hosted CRMs and in-house systems. The vendor's API limits and deprecation policy shape the design, so we check them before quoting.
Real-time or batch sync?
Real-time through webhooks where the event matters immediately, such as an inbound call or a new enquiry, and scheduled batches where volume or API limits make that safer.
What happens when the vendor changes its API?
Integrations are built on documented, versioned endpoints, and failures raise an alert. Changes vendors call non-breaking still break integrations, which is why monitoring is part of the build, not an extra.
Do we need to replace our CRM to get a customer portal?
No. A portal can sit on top of the CRM you already run, reading and writing through its API.
How do you stop duplicate records?
Every write is idempotent: the same event arriving twice updates one record instead of creating two, and matching rules are agreed before the first sync.
Do you build API integrations that do not involve a CRM?
Yes. The same approach connects accounting, ERP, payment, PBX and internal systems to each other, with the same rules for ownership, retries and monitoring.
Talk Through Your Requirements
Tell us which CRM you run, which systems it must talk to, and what goes wrong today: missing records, duplicates, or manual copying.
We typically respond within 4–8 business hours.