All services
04 · Service

CRM and data sync

CRM integration and two-way sync between the systems your team already uses, with a written rule for who wins on every field and a log of every change.

Typical result
98%
Field accuracy after 60 days
Build time2–4 weeks
Runs onHubSpot · Xero · Airtable
01 · What you get

All four ship in the same build.

A field-level map, agreed on paper

Every field, direction and conflict rule documented before a line is built.

Two-way sync with a source of truth

Near-real-time via webhooks, with a nightly reconciliation pass to catch drift.

A migration that cleans as it goes

Duplicates merged, formats normalised, orphans flagged for a human decision.

Change log and alerts

Every write is attributable. Failures page a human instead of failing silently.

02 · The workflow

What runs, step by step.

watch
Change detected

Webhook fires on create or update.

resolve
Apply rules

Source of truth decides the winning value.

write
Propagate

Written to every downstream system.

verify
Reconcile

Nightly diff catches anything missed.

03 · Good fit if
  • ·Two or more systems hold the same customer
  • ·Someone reconciles data by hand
  • ·Reporting is distrusted
04 · Not for you if
  • ·You want a full ERP replacement
  • ·Nobody can decide which system wins
Next step

Find out where your 40 hours are going.

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