Systems Integration – The CRM Agency

API Integrations

Connecting Your Business Applications in Real-Time

APIs (Application Programming Interfaces) allow different software systems to communicate seamlessly. We build and configure API integrations to automate data flow, reduce manual entry, and eliminate silos.

Capabilities

■ Real-time Data Sync
■ CRM and Finance System Connectivity
■ Inventory Updates Across Multiple Channels
■ E-commerce and Payment Gateway Synchronisation

Platforms Supported

■ Zoho CRM, Salesforce, HubSpot
■ Xero, Zoho Books, Chargebee
■ Zoho Inventory, Unleashed, Katana, Cin7

Examples

■ Syncing invoices from Xero to Zoho CRM
■ Real-time inventory updates from Shopify to Zoho Inventory
■ Automated lead capture from HubSpot to Salesforce

Learn More About API Integrations →

Middleware Development

Bridging the Gap Between Your Business Systems

Middleware acts as a communication bridge between different applications, enabling seamless data exchange and workflow automation.

Capabilities

■ Data Transformation and Mapping
■ Business Process Automation
■ Error Handling and Data Validation
■ Secure Data Transmission

Platforms Supported

■ Microsoft Dynamics 365, Salesforce
■ Zoho CRM, Monday.com
■ Xero, Zoho Books, Netsuite

Examples

■ Connecting CRM with ERP for end-to-end visibility
■ Automating order fulfilment between Inventory and Finance Systems
■ Custom middleware for handling large data transfers

Learn More About Middleware Development →

Webhooks and Data Sync

Instant Updates with Real-Time Communication

Webhooks allow your applications to send real-time data updates as events happen, ensuring all systems are always up-to-date.

Capabilities

■ Real-time Order Updates
■ Inventory Sync Between Online Stores and Warehouses
■ Automated Alerts and Notifications
■ Integration with CRM for Real-time Customer Updates

Platforms Supported

■ Shopify, WooCommerce, Zoho Inventory
■ Salesforce, HubSpot, Zoho CRM
■ Xero, Netsuite

Examples

■ Automated stock level updates when sales are made
■ Real-time alert to CRM when a customer payment is received
■ Instant update to finance systems when purchase orders are created

Learn More About Webhooks & Data Sync →

Why Choose The CRM Agency?

Seamless Data Flow, Maximum Efficiency

Real-Time Synchronisation

Instant data updates across all your platforms.

Reduced Manual Entry

Minimise repetitive tasks and human error.

Custom Integrations

Tailored middleware and API solutions for your business.

Scalable and Secure

Built for growth and protected with the latest security standards.

Get Started with Inventory Management →

Unify Your Business Systems Today

Schedule a consultation to discuss how we can seamlessly integrate your CRM, Finance, and Inventory systems.

Book a Free Consultation →