Integrations & order automation
Selling physical products? We connect your store, CRM, inventory, accounting and marketing so every order flows from checkout to invoice to follow-up. Already have a CRM? We connect it to every app your team uses.
How we help.
Order-to-cash automation
From checkout to cash without copy-paste.
- Shopify and WooCommerce orders
- Inventory and stock sync
- Invoices and payments
Accounting
Invoices and payments in your books automatically.
- Xero and QuickBooks
- Invoicing from won deals
- Payment matching
Marketing
Follow up, ask for reviews and win back customers.
- Klaviyo and Mailchimp
- Segments from CRM data
- Abandoned-cart and re-order flows
Sales & prospecting
New leads land in the right pipeline instantly.
- Apollo to CRM
- Website and Facebook lead ads
- Web-to-Lead and forms
E-signature & telephony
Contracts and calls logged where they belong.
- DocuSign
- RingCentral, Dialpad and Twilio
- WhatsApp messaging
ERP & custom APIs
Connect the systems that run your operations.
- Epicor, SAP and custom ERPs
- REST and SOAP APIs, webhooks
- MuleSoft, n8n, Zapier and Make
Ready-made integrations.
Popular connections we set up again and again. Don't see yours? If an app has an API, we can usually connect it.
WooCommerce → Zoho Inventory
Every WooCommerce order creates a sales order in Zoho Inventory, with customers, line items and stock kept in sync.
WhatsApp ↔ Salesforce
Send and receive WhatsApp messages from Salesforce records, log every chat on the lead or contact, and trigger templates from Flows.
Gmail ↔ Salesforce
Log Gmail emails and meetings against the right contacts and opportunities, and send tracked emails from Salesforce using your Google Workspace account.
Outlook ↔ Salesforce
Sync Outlook email, calendar and contacts with Salesforce, and work on records from the Outlook sidebar.
Facebook Lead Ads → Salesforce
New Facebook and Instagram leads land in Salesforce within seconds, assigned and followed up automatically.
Google Ads ↔ Salesforce
Send offline conversions from Salesforce back to Google Ads, so your ad spend optimises for leads that actually close.
Website forms → Salesforce
Web-to-Lead and custom forms with spam protection, UTM tracking and instant lead routing.
Xero ↔ Salesforce
Create Xero invoices automatically from won deals and see payment status back in Salesforce.
Epicor ERP ↔ Salesforce
Live ERP pricing, stock and orders in Salesforce and B2B Commerce portals.
Shopify ↔ HubSpot
Customers, orders and products synced to HubSpot for segmentation and follow-up campaigns.
Slack ↔ Salesforce
Deal, case and approval alerts posted to the right Slack channel, with links back to the record.
Klaviyo & Mailchimp ↔ CRM
Keep lists and segments in step with your CRM for abandoned-cart, re-order and nurture flows.
Popular starter projects
- Xero to Salesforce: invoices created automatically from won deals
- DocuSign setup and envelope error fixes in Salesforce
- Shopify and HubSpot integration with sync error fixes
- WooCommerce orders to Zoho Inventory (ready-made plugin)
Not sure where to start?
- Tell us what slows your team down
- We suggest the quickest win first
- You get a clear scope and quote before we start
Simple, transparent process.
A free call to understand your process, tools and goals.
We recommend the simplest solution: configuration, automation or custom code, with a clear scope and quote.
Everything is built and tested in a sandbox or staging copy first, then documented.
We go live with you, train your team and stay on for support and improvements.
Common questions.
Which apps can you connect?
Common ones are Shopify, WooCommerce, HubSpot, Salesforce, Zoho, WhatsApp, Gmail, Outlook, Slack, GoHighLevel, Xero, QuickBooks, Mailchimp, Klaviyo, Apollo and DocuSign. If an app has an API, we can usually connect it.
Do you use Zapier or custom code?
Whichever is simplest and most reliable for you. Small flows often run well on Zapier, Make or n8n; high-volume or critical syncs are built natively with APIs.
What happens if a sync fails?
We build in logging, retries and alerts so problems are caught and fixed, not silently lost.
Explore more services.
Let’s talk about your project.
Book a free 30-minute call. We’ll understand your setup and recommend the simplest way forward.