Technical Integration
We integrate websites, CRMs, accounting systems and marketing platforms so that data moves between them automatically, and we migrate records safely when you change platforms. The result is less manual data entry, fewer errors and a single, reliable version of your information.
Overview
Most organizations use several platforms that were never designed to share data.
A typical small business or nonprofit runs its website on one platform, manages contacts in a CRM, sends newsletters through an email marketing service and keeps its books in accounting software. When those systems are not connected, staff re-enter the same information in several places, records fall out of step, and reporting requires manual reconciliation.
Most modern platforms provide an application programming interface (API) that allows other systems to read and write their data. We use those interfaces to connect your platforms directly, so that a form submission, a new donor, a completed sale or a paid invoice is recorded everywhere it needs to be without additional effort from your staff.
Services
Representative examples of the work we perform.
Connecting website forms, registrations and donations to your CRM or email marketing platform, so that new contacts arrive with the correct fields, tags and segments already applied. We work with WordPress, Elementor, Gravity Forms and similar tools on the website side, and with CRMs and marketing platforms including HubSpot, Salesforce, Flodesk, Mailchimp and Relatable.
Keeping customer, donor and transaction records consistent between a CRM and accounting software such as Xero or QuickBooks. Typical examples include creating invoices from closed opportunities, recording payments against the correct contact, and making payment status visible to staff who work primarily in the CRM.
Connecting Shopify, WooCommerce, Stripe and similar platforms to accounting, fulfillment and inventory systems, so that orders, fees and refunds are recorded accurately without manual reconciliation.
Custom tools that import records from spreadsheets, CSV exports or partner systems on demand or on a schedule. Imports validate the data, match records against what already exists to avoid duplicates, and produce a report of what changed and what requires review.
Multi-step processes that run automatically when an event occurs, for example: a new client intake form creates a CRM record, generates a project folder, notifies the responsible staff member and schedules a follow-up. Depending on requirements, we build these as custom code hosted on Cloudflare (or another platform), or can use tools such as Zapier, Make or n8n.
Where no existing connector meets the requirement, we develop one: WordPress plugins, serverless functions on Cloudflare Workers, webhook receivers and lightweight APIs that expose your data to the systems that need it.
Combining data from several platforms into a single spreadsheet or dashboard, so that reporting no longer requires assembling exports by hand.
Data migration
Moving your records to a new system completely and accurately.
Changing platforms is often necessary, but the migration itself is where records are most frequently lost, duplicated or corrupted. We plan and perform migrations between platforms of the same type, including:
Approach
The principles applied to every integration we build.
Open source
We publish several of the integrations developed for client projects as free, open-source WordPress plugins. Each is released under the GPL-3.0 license, receives updates directly from its GitHub repository, and may be used, modified and redistributed without charge.
Routes all outbound WordPress email through the Cloudflare Email Service REST API, for sites on hosts that do not provide reliable outbound SMTP.
Adds Flodesk as an action after submit in Elementor Pro Forms, sending new subscribers directly to Flodesk with field mapping and segment assignment.
Sends Elementor Pro Form submissions directly to Relatable CRM, creating new contacts or updating existing ones.
These plugins are provided as-is, without warranty. Issues and feature requests may be submitted through each repository. Installation, configuration and custom modifications are available at our standard rate of $105/hr.
Pricing
Integration and migration work is billed at our standard hourly rate.
All integration, automation and migration work is billed at $105/hr for actual time worked. A straightforward form-to-CRM connection is often completed in a few hours; a multi-system integration or a large CRM migration may require considerably more. We provide a written estimate before work begins and notify you promptly if a project is tracking above it. Fixed-price quotes are available when the scope is well defined.
Subscription fees for third-party platforms, including automation services such as Zapier or Make, are billed to your organization directly by the provider. Where a custom integration would eliminate a recurring subscription, we include that comparison in our recommendation.
See the rates page for travel costs and the emergency rate policy.
Questions
Also available
New sites, rebuilds and ongoing changes — WordPress, Shopify, Squarespace and more. Built so you can actually update them yourself.
Staff training, tool selection and configuration, and AI connected to the systems you already use — with appropriate safeguards.
Updates, security monitoring and backups for your WordPress site — on whatever host you already use. From $10/month.
Get in touch
There is no charge for an introductory conversation. Tell us what you are trying to do and we will tell you honestly whether we are the right fit — and roughly what it should cost.
