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Custom Integrations

Connect your CRM to EHRs, PSA tools, billing systems, and any platform your business uses. Reliable, secure, and built for your industry.

Your tools don't talk to each other

Your team copies data between systems. Patient records get entered twice. Deals close in your CRM but finance doesn't know for days. Support tickets exist in a vacuum, invisible to sales.

You're paying for powerful tools—but they're operating as islands. We connect your systems so data flows automatically, accurately, and securely. No more copy-paste. No more "which system is right?"

150+

Integrations Built

99.9%

Uptime Reliability

80%

Avg. Manual Work Eliminated

Zero

HIPAA Violations

Integration Capabilities

Connect any system to any system

From native CRM connectors to custom API development, we build integrations that are reliable, secure, and maintainable.

CRM Integrations

Connect HubSpot, Salesforce, or any CRM to your business systems. Bi-directional sync that keeps data accurate across platforms.

  • Real-time sync
  • Field mapping
  • Deduplication
  • Change tracking

EHR & Healthcare Systems

HIPAA-compliant integrations with Epic, Cerner, athenahealth, and other healthcare platforms. Patient data flows securely.

  • HL7/FHIR support
  • HIPAA compliance
  • Audit logging
  • PHI protection

PSA & IT Tools

Connect ConnectWise, Autotask, Datto, and other professional services automation tools to your CRM and billing systems.

  • Ticket sync
  • Time tracking
  • Contract management
  • SLA monitoring

Billing & Finance

Integrate Stripe, QuickBooks, Xero, and other financial systems. Revenue data flows automatically to your CRM.

  • Payment sync
  • Invoice automation
  • Revenue attribution
  • Subscription tracking

Marketing Platforms

Connect advertising platforms, analytics tools, and marketing automation. Attribution data flows to closed revenue.

  • Ad platform sync
  • Lead source tracking
  • Conversion data
  • ROI attribution

Custom API Development

When off-the-shelf solutions don't exist, we build custom APIs and middleware to connect proprietary or legacy systems.

  • REST/GraphQL APIs
  • Webhook handlers
  • Data transformation
  • Error handling
Industry Expertise

Integrations built for your industry

We understand the specific systems, compliance requirements, and data flows in healthcare, technology, and B2B.

Healthcare & Life Sciences

  • EHR integration (Epic, Cerner, athenahealth) with HIPAA-compliant data sync
  • Patient scheduling system connections for appointment automation
  • Lab results and medical records flowing to provider CRMs
  • Referral tracking between provider networks and systems
See industry solutions →

Technology

  • ZoomInfo and ChurnZero data flowing into CRM for enrichment
  • Multi-source lead scoring with behavioral decay integration
  • Billing system integration for contract and invoice automation
  • Partner tracking and referral system connections
See industry solutions →

B2B Services

  • E-commerce platform integration for revenue attribution
  • Stripe/QuickBooks billing integration for subscription lifecycle tracking
  • Support system sync for customer health visibility
  • Marketing platform connections for full-funnel attribution
See industry solutions →
Our Process

How we build reliable integrations

Every integration follows a proven process—from architecture to monitoring—so you get solutions that work on day one and keep working.

01

Tech Stack Audit

We map every system in your stack—what data lives where, how it flows today, and where the gaps are. You get a visual diagram of your current state.

02

Integration Architecture

We design the data flow, sync frequency, field mapping, and error handling. You approve the blueprint before any development begins.

03

Build & Test

We build in a sandbox, test with real data patterns, and validate every edge case. Integrations are stress-tested before touching production.

04

Deploy & Monitor

We deploy during off-hours, monitor for 72 hours post-launch, and set up ongoing alerting. You get a runbook for common issues.

Case Study
80% Reduction in Manual Work
Healthcare Provider Network

Challenge

Staff at 50+ locations manually entered patient data into both EHR and CRM systems. Each location spent 15+ hours per week on duplicate data entry, leading to errors and delays.

Solution

Built a HIPAA-compliant integration between athenahealth and HubSpot. New patient records sync automatically with proper PHI handling. Appointment data flows to CRM for follow-up automation.

Result

Eliminated 750+ hours of manual work per month across the network. Data accuracy improved from 87% to 99.6%. Staff now focuses on patient care instead of data entry.

FAQ

Common questions about integrations

Everything you need to know about connecting your systems.

Get a Free Integration Audit

We integrate virtually any system with an API—CRMs (HubSpot, Salesforce, Zoho), EHRs (Epic, Cerner, athenahealth), PSA tools (ConnectWise, Autotask), billing (Stripe, QuickBooks), marketing platforms, and custom databases. If it has an API or can export data, we can connect it.

Related Services

Extend your integrations

AI-Powered Automation

Add intelligence to your integrations with AI-powered data enrichment, routing, and predictions.

Learn more

Reporting & Analytics

Build dashboards that pull from all your integrated systems for unified visibility.

Learn more

CRM Migration

Moving to a new CRM? We migrate your data and rebuild integrations on the new platform.

Learn more

Ready to build a revenue system that works?

Let's discuss how we can transform your CRM into a growth engine—on any platform.

Book an Intro Call15 minutes with a senior strategist. No commitment.