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System Integration (CRMs & APIs)

Connect the tools you already use—so data flows automatically between your website, CRM, intake, calendar, and documents.

Outcomes

Eliminate double entry across systems
Faster response times and fewer errors
Consistent source attribution in your CRM
Better visibility from inquiry to signed client

Typical Stack

CRM platforms and intake systems
Middleware or custom API connectors
Webhooks and serverless endpoints
Secure data handling and auditing

Example Deliverables

Website-to-CRM lead sync with deduplication
Two-way calendar and intake updates
Document generation and e-sign triggers
Attribution pipeline joined to CRM stages

FAQ

Do you use middleware platforms or custom APIs?

We choose the simplest reliable path: native integrations if solid, a middleware platform for speed, or custom APIs when needed for control and scale. We document error handling, rate limits, and retries.

How do you handle PII and permissions?

We implement least-privilege access, environment-separated credentials, encryption in transit, and auditing where supported. We align with your privacy and security policies.

Will this break our existing workflows?

We map current data flows, prototype in a test environment, and roll out with monitoring and fallbacks. We aim for incremental changes to reduce risk.

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