01
Define records and ownership
Establish the business context, constraints, and success measures for crm integration.
Visible progressNext stage →
Your CRM, connected to everything it needs
CRM Integration
We connect Salesforce, HubSpot, Dynamics, and other CRMs with your product, marketing, finance, and support systems - bidirectional sync, clean data, reliable events.
Bidirectional CRM synchronizationDeduplication and identity resolutionProduct and billing event pipelines
The business problem
When the current way of working becomes the constraint.
01
Sales, product, and finance each hold a different version of the customer.
02
Leads and usage data reach the CRM late or not at all.
03
Duplicate and conflicting records erode trust in reporting.
What we deliver
CRM Integration, built as a complete capability.
Strategy, experience, engineering, and operational readiness stay connected from the first decision through production.
Bidirectional CRM synchronization
Delivered with clear acceptance criteria, maintainable implementation, and visible business context.
Deduplication and identity resolution
Delivered with clear acceptance criteria, maintainable implementation, and visible business context.
Product and billing event pipelines
Delivered with clear acceptance criteria, maintainable implementation, and visible business context.
Marketing and support tool integration
Delivered with clear acceptance criteria, maintainable implementation, and visible business context.
Field-level mapping rules
Conflict and merge handling
Event delivery with retries
Sync monitoring and audit
Delivery path
Progress stays visible at every stage.
02
Resolve identity and duplicates
Turn evidence into a focused experience and technical plan for give every team the same customer picture without anyone copying data between tools.
Visible progressNext stage →
03
Build sync and events
Deliver bidirectional crm synchronization and deduplication and identity resolution in visible, testable increments.
Visible progressNext stage →
04
Monitor and reconcile
Measure adoption and quality, then evolve the crm integration roadmap.
Visible progressReady to scale
Technology
A stack selected for the service - not for fashion.
Common use cases
Product usage and trial signals synced into the CRM for sales
CRM opportunities and accounts reflected in finance and billing
Two-way contact sync between the CRM and marketing automation
Business value
What better looks like.
One trusted customer record across sales, product, and finance
OUTCOME / 01Fewer duplicates, so forecasts and reports hold up
OUTCOME / 02Sales acts on fresh product and billing signals, not stale exports
OUTCOME / 03Sync issues are visible and recoverable, not silent
OUTCOME / 04Relevant industries
Experience where context matters.
Related solutions
Frequently asked
How is this different from CRM Development?
CRM Development builds or heavily customizes the CRM itself. CRM Integration keeps your existing CRM and connects it reliably to the other systems that create and consume customer data.
How do you handle duplicate contacts and accounts?
With identity resolution: matching rules on email, domain, and other keys, a defined survivorship policy for conflicting fields, and a review step for uncertain matches before records merge.
Real-time or batch sync?
Both, per object. Hot data such as leads and opportunities syncs on events in near real time; large or low-urgency data can sync on a schedule. We choose based on volume, API limits, and how fresh the data must be.
What about Salesforce and HubSpot API limits?
We design within them - bulk APIs, batching, backoff, and change-data-capture where available - so integrations stay inside limits without dropping updates.
Related capabilities
Build the complete solution.
CRM Development
We build CRM systems around how marketing, sales, service, and account teams create customer value.
Explore serviceAPI & Integration Development
We design and build REST and GraphQL APIs and the integration layers that let products, third-party services, partners, and operational data work together.
Explore service
AI Business Automation
We redesign repetitive workflows with AI, integrations, and human checkpoints so teams move faster without losing control.
Explore serviceStart with the outcome
Let’s make crm integration create real business value.
Tell us what needs to change. We’ll help define the right scope, architecture, and delivery path.
CRM Integration
Give every team the same customer picture without anyone copying data between tools.
Scope → architecture → delivery
Bidirectional CRM synchronization
Deduplication and identity resolution
Product and billing event pipelines
Marketing and support tool integration
Define records and ownership → Resolve identity and duplicates → Build sync and events → Monitor and reconcile