Job software
Phone updated
Booking moved to Thursday. The CRM still shows Wednesday.
Integration
CRM integration that cuts the copying and pasting
Your CRM should know about the enquiry without someone typing it in twice. Integrations start at $1,123 per connection.
Two records. Two different answers.
GoHighLevel
Old number
The team isn't sure which record to trust. Moving the wrong data faster doesn't fix that.
First answer: what moves, in which direction, and what happens when the systems disagree? Illustrative records, not a client result.
What we agree before work begins
Records and fields
Which details travel, their format and the source of truth for each field.
Direction and timing
One-way or two-way? Event-driven or scheduled? The right answer depends on the job.
Difficult cases
Duplicates, missing fields, permissions, failed requests and retries — including who hears about a failure.
Handover
A map of the connection and notes on checking it. Ongoing monitoring is separate unless the agreement includes it.
A practical connection, step by step
01
Show us the tools
Editions and an example of what needs to move. Don't send passwords.
02
Approve the map
Records, matching rules, direction, access and acceptance checks.
03
Test a sample
Normal and failure paths before an approved production rollout.
04
Review the result
The destination record has to make sense before the old manual step goes.
Historical migration isn't the same job as live sync. If you need both, we scope them separately.
Know the price — and the boundary
Integrations start at $1,123 per connection. Migration starts at $900 for a scoped source and dataset. Starter CRM Setup is $900. Managed CRM is $559/month. Connecting an existing form doesn't include rebuilding its site. Websites are quoted separately.
CRM integration questions
CRM integration connects a customer relationship management system with another tool so agreed information can move between them. It includes which fields move, which system owns each value and how failures are handled. A connector alone doesn't resolve conflicting business rules.