Map the information and its owner
Define the fields, source system and destination for each part of the workflow. Resolve which record should be updated when information already exists.
All servicesConnect the tools behind the workflow
Business Systems Integration
Make your existing business tools participate in a clear process. We map where information starts, which system owns it and what needs to happen when a record or status changes.
Book Free 15Min ConsultationConnected workflow
Website inquiry
CRM record
Team task
Information syncedOne inquiry. Connected next steps.
Information reaches the next system and responsible person without repeated manual entry.
What the service can include
Capabilities built around the job.
Information reaches the next system and responsible person without repeated manual entry.
Connect forms, CRM and calendars
Bring inquiries and appointment information into the right record, with the next task or communication linked to it.
Route work using business rules
Use the agreed service type, status, location or other fields to assign the next action and responsible person.
Keep status changes connected
Use defined events, such as a submitted intake, approved document or accepted proposal, to start the appropriate downstream workflow.
Handle exceptions and failed steps
Define what happens when required information is missing or a connected action cannot finish. Give the team a visible route to review and recover the work.
Review access and supported connections
Confirm the integration methods, permissions and software access involved before implementing the agreed scope.
Automation, step by step.
| When this happens | Rules we define | What happens next |
|---|---|---|
| A website inquiry is submitted | Match the record and map the required fields. | Update the CRM and create the assigned next action. |
| A key status changes | Check the event, required approvals and destination rules. | Start the correct onboarding, scheduling or notification workflow. |
| A connection cannot complete its action | Record the incomplete step and apply the recovery rule. | Make the exception visible for review instead of treating it as complete. |
In your working day
One inquiry reaches the places it needs to go.
A website form captures a prospective customer’s requirements. The integration updates the CRM, assigns the responsible person and prepares the agreed acknowledgment or scheduling step. The customer information stays connected as the opportunity moves forward.
- 01Customer submits the website form
- 02CRM record is created or updated
- 03Responsible team receives the next action
- 04The agreed follow-up workflow starts
From the first action to the handoff.
Map the process
Identify source information, destination records and the desired outcome.
Define the connection rules
Agree on field mapping, ownership, permissions and exceptions.
Test the complete handoff
Check the information and actions across the systems involved.
Support the running workflow
Review exceptions and changes to the connected process.
What we deliverA defined setup.
A defined setup.
A usable workflow.
These are the building blocks we scope with you for this service. Your proposal identifies the specific deliverables and responsibilities.
- Workflow and information ownership map
- Field and status mappings
- Supported connection and access plan
- Routing, exception and recovery rules
- End-to-end handoff testing
- Support and change responsibilities
The systems behind the work
Connections with a purpose.
We review access, available interfaces and information ownership before implementing the agreed connections.
- CRM and customer databases
- Forms, calendars, email and file storage
- Connections to business apps in the agreed workflow
What we agree before implementation
The workflow and expected outcome. The software and access required. The data and content to prepare. The actions needing approval. The test and launch plan. The implementation price and ongoing support scope.
Clear expectations
Questions about this service.
Can you connect every tool we use?
We review the access and integration options each tool provides. The proposal names the connections in scope and identifies any dependency before the build begins.
What if something fails between systems?
The workflow needs an agreed exception route. We configure how incomplete actions are recorded, reviewed and recovered for the connections in scope.
Can we connect one process first?
Yes. A focused integration can establish the field mapping, ownership and handoff before expanding into additional processes.
A focused first conversation
Book Free 15Min ConsultationLet’s define a useful starting point.
In 15 minutes, discuss the work, the tools involved and a practical starting point. We’ll explain what is needed to define the next step.