Integrations and automation · Sync360
Connect systems. Simplify daily work.
We connect tools and automate steps so information reaches the people who need it, with less manual work.
Discuss integrations
Systems integration enables tools to exchange information in an organized way. Automation executes steps based on defined rules and events. Together, they can reduce repetitive tasks and keep sales and operational processes moving.
Where could integration help your business?
The same information is entered repeatedly
Records, orders and updates are moved between tools by hand. We assess which data can be synchronized and which system should be its source of truth.
Sales and customer service lack shared context
Conversations happen in one channel, opportunities live in the CRM and orders sit in the ERP. Connecting these steps can help teams follow the customer relationship.
Completing one step does not start the next
A received form, an updated opportunity or a new order can trigger a defined action, with validation and failure-handling rules.
Which tools can we connect?
ERP and CRM
Synchronization of sales and operational information according to each platform’s capabilities, with clear data ownership and update rules.
WhatsApp and customer service
Connections between digital customer service, customer context and sales workflows. The design depends on the tools, permissions and vendor terms.
Websites, forms and applications
Requests sent to internal systems, notifications and information exchanged through APIs and webhooks, with validation before the next step.
How we approach the project
Map the information flow
We identify systems, owners, shared data and repetitive tasks.
Assess feasibility
We review APIs, webhooks, permissions, usage limits and third-party costs before defining scope.
Implement and test
We build the connection and test data, duplicate records and failure scenarios.
Follow the operation
We define how to observe the workflow and handle changes in connected systems, according to the agreed support arrangement.
Questions about integrations and automation
Can every ERP or CRM be integrated?
Feasibility depends on APIs, documentation, permissions and vendor terms. If there is no suitable interface, we assess alternatives before committing to an integration.
Do I need to replace my current systems?
Many integrations connect existing tools. We first assess their capabilities and which steps need to change.
Are integration and automation the same thing?
Integration connects systems and information. Automation executes actions based on rules. A workflow can use both, or automate a task within a single tool.
How are errors and duplicate records handled?
These rules are part of the project design. We define validation, record identification and failure handling around the process and platform capabilities.
Your next step
Which tools need to work together?
Tell us which systems your business uses and which tasks your team repeats. We will assess available access and possible connections.
Discuss integrations