Automation
How to identify a business workflow worth automating
A simple scoring method for choosing which processes to automate first, where AI helps, where rules are enough, and when to leave work manual.
· 10 min read
CRM & integrations
Salesforce integration services that keep your data in sync
Salesforce works best when it has the full picture. We connect it to your website, ecommerce, marketing and finance tools, so your team sees accurate data without copying it by hand.
You may need this if
- Web leads are entered into Salesforce manually
- Sales can't see orders, invoices or support tickets
- Data in Salesforce doesn't match other systems
- An old integration breaks often and no one owns it
What's included
What our Salesforce Integration service covers
Integration plan
What data flows where, how often, and which system is the source of truth.
Web-to-lead
Website forms sending clean leads to Salesforce with source details.
System connections
Ecommerce, marketing, accounting and support tools linked through APIs or proven connectors.
Data mapping
Objects and fields matched, with rules for duplicates.
Error handling
Logs and alerts so sync problems are fixed fast.
Documentation
Clear notes for your Salesforce admin and team.
How it works
Four clear steps.
The exact scope and timeline are agreed in writing before any work starts.
Review
We study your org, data and connected tools.
Design
We agree the data flows and rules.
Build and test
Built and tested in a Salesforce sandbox first.
Go live
Release and close monitoring of the first syncs.
Do you build in a sandbox?
Yes. We build and test in a sandbox, so your live Salesforce data is not at risk.
Can you use an existing connector?
Yes, when one fits. We only build custom when a connector can't handle your data or volume.
Which tools can you connect?
Any system with an API, such as Shopify, HubSpot, Stripe, QuickBooks, Xero and help desks.
Can you also clean our Salesforce data?
Yes. A data clean-up before integration often prevents duplicate and sync problems later.
CRM & integrations
Related services
- HubSpot CRM SetupHubSpot CRM setup and onboarding: pipelines, properties, forms, email, data import and automations configured for how your team sells, plus training.Explore
- CRM MigrationCRM migration services that move contacts, companies, deals, notes and history to your new CRM, cleaned and checked, with no gap in daily sales work.Explore
Further reading
All guidesSoftware
Custom software vs off-the-shelf tools: how to choose
Custom software vs off-the-shelf tools: when each one makes sense, how the real costs compare, and a five-question test to help you decide.
· 6 min read
Start a project
Tired of typing the same data twice?
List the tools you use and where information gets copied by hand. We'll suggest which connections matter most.