We connect CRM to the website, WooCommerce, email, API and other company tools so that customer, application and order data can reach one system without manual overwriting.
The task of integration is to convey the necessary information at the right time and in the right system.
Before development we check APIs, available fields, authentication and data exchange restrictions.
It is not just important to connect two systems. It is necessary to determine what data should be transmitted, at what point this happens and what action CRM should perform after that.
The employee does not have to manually copy contact information from an email or form. The data goes into the CRM automatically and can immediately activate the next step.
Prior to development, we determine the source of the data, the main system and the specific action to be performed after the data has been received.
The amount of integration depends on the process. Sometimes a single flow of data is enough, sometimes multiple system exchanges and automated work scenarios are needed.
One clear data transfer or automation scenario.
The data enters the CRM and automatically activates the next step.
For multi-system data flow with a clearly defined main system and data sources.
We evaluate API, authentication, data structure, access rights and limitations. This allows us to understand at the beginning what is possible to implement safely and maintainable.
Before development, we determine where the data comes from, where it should come from and what the system should do after receiving it.
An API connection is only a technical part. There should be a clear logic of the data, the main system, and action in case of an error.
We determine where each data type comes from and which system is its main source.
We evaluate whether the data should be transferred only to CRM or whether changes should be synchronized back to another system.
We plan how the system should act in case of errors, invalid data or temporary unavailability of the external service.
Specify the CRM and the system with which it should be connected and briefly describe the manual process. We will evaluate the technical capabilities and recommend the most appropriate integration scenario.
Integration options depend on the technical capabilities of the particular CRM. If the system has an API, webhook or other data exchange option, the integration solution can usually be evaluated.
Yes. For example, website contact forms, applications or other data may be transferred to CRM if a particular solution allows you to access the necessary data.
Yes. Depending on the task, CRM may transfer customer, order, product or status information. We determine the exact amount of data according to the business process.
In some cases, yes, but it depends on the API and data structure of both systems. Two-way synchronization is usually more complicated than transferring data in one direction.
Yes, if the CRM or integration logic supports it. For example, after a new application, you can create a transaction, assign a responsible one, or activate the next action.
If the system does not provide a secure and supported way of data exchange, it may not be possible to implement specific integration correctly.
The costs depend on the systems, API capabilities, data volume, synchronization directions and the necessary automation. Therefore, we determine the price after evaluating the technical task.
