Stripe
Connect payment collection and payment events with customer and invoice records. Your implementation defines account setup, supported events, reconciliation, and exception handling.
Tailored implementationINTEGRATIONS FOR A CONNECTED OPERATION
Connect the systems.
Keep the context.
Twelve integration areas for your custom CRM. Start with the information your teams need to share, then define the connections, ownership, and controls that make those workflows useful.
Every connection needs
a clear business purpose.
Decide what should move between systems, what triggers the exchange, and how your team will know it worked.
Tailored implementationConnect proven operating patterns to your organization’s systems, data, and workflow requirements.
Integration designDefine the connection, provider access, ownership, and acceptance criteria for your environment.
Square
Bring provider payment records into the customer’s financial context. Define account mapping, transaction ownership, and reconciliation around your financial workflow.
Tailored implementationEmail & SMS
Connect campaign and notification workflows with the customer record. Sending identities, consent requirements, provider access, and delivery handling need scoped setup.
Tailored implementationSocial channels
Connect social campaign activity with the wider customer communication plan. Channel compatibility, authorization, and publishing responsibilities are defined for your implementation.
Tailored implementationSpreadsheet import
Preserve useful customer and operational history through field mapping, exception review, and reconciliation. Source quality and migration acceptance criteria define the scope.
Tailored implementationWebsite intake
Bring website inquiries into a defined follow-up workflow. Define authenticated intake, field mapping, duplicate handling, and ownership so each inquiry reaches the right next step.
Tailored implementationAccounting systems
Scope a connection between customer engagements and accounting records. Agree ownership of invoices, payment updates, tax data, and reconciliation so each system keeps a clear financial role.
Integration designCalendars & scheduling
Define how appointments and delivery dates should connect with customer commitments. Calendar ownership, availability rules, updates, and conflict handling belong in discovery.
Integration designProposals & e-signatures
Connect the agreed commercial terms to the work that follows. Scope document status, signature events, record links, and the information required to begin delivery.
Integration designSupport & service systems
Give account teams relevant service context without duplicating every ticket. Define which statuses, records, or summaries should cross between the CRM and the service platform.
Integration designIdentity & access
Evaluate how your organization’s identity provider should support sign-in and user access. Scope SSO, provisioning, role mapping, and access review against your identity provider and governance requirements.
Integration designBusiness intelligence
Define exports or data connections for leadership reporting. Agree metric definitions, refresh requirements, access controls, and ownership so the reporting layer has a dependable source contract.
Integration designIntegration services are tailored to your environment. Your scope defines provider compatibility, API access, supported workflows, implementation responsibilities, and acceptance criteria. Third-party names identify relevant technologies and do not imply endorsement.
DESIGN THE CONNECTION BEFORE THE BUILD
Make the handoff
reliable by design.
A scoped integration defines the source of truth, data mapping, authentication, sync direction, and failure handling. Testing and acceptance criteria establish how the connection will be verified before use.
Bring your existing systems and the workflows you want to connect. We will use discovery to identify requirements, dependencies, and a practical implementation scope.
Discuss your integrations