Integration of your existing CRM with your applications. We check if your CRM has an API and, if so, we integrate it into your application to connect your systems and automate your processes.

Our approach

If you already use a CRM to manage your clients and prospects, we can integrate it into your application. Our approach is simple: we first check if your CRM has an available API. If so, we develop the integration to connect your CRM to your application, enabling data synchronization and automation of your business processes. If feasible, we can also create or modify the application that we will link to the CRM. This integration eliminates repetitive manual entry and offers a unified view of your data between your CRM and your application.

The different steps

01

CRM API verification

We analyze your existing CRM to verify if it has an available and documented API. We identify necessary endpoints, authentication methods and any API limitations.

02

Integration design

If an API is available, we design the integration architecture between your CRM and your application. We define data flows, synchronization rules and necessary connection points. If requested, we can also create or modify the application that will be linked to the CRM.

03

Integration development

We develop connectors that use your CRM's API to exchange data with your application. We implement secure authentication, error handling and data synchronization.

04

Testing and validation

We test the integration to verify that data is correctly synchronized between your CRM and your application. We validate with you that everything works as expected.