Forms and customer records
Send the right enquiry details from a form into a supported customer-management tool or workspace.
TOOL INTEGRATIONS
Your tools.
Working together.
Connect the systems you already use so enquiries, customer details and appointment information reach the right place.
AN EXAMPLE CONNECTION
START HEREYour website form
AGREED WORKFLOWCheck and organise
THE RIGHT PLACEYour team’s workspace
Connected around the tools your business uses.
WHAT WE CAN BUILD
Less copying. A more consistent process.
A useful integration starts with a clear source of information and an agreed next step. We check the tools and their supported connections before choosing how to build it.
Calendars and appointments
Keep appointment information connected to the agreed calendar and booking process.
Spreadsheets and business tools
Move structured information between suitable systems instead of retyping it.
Checks and handover
Decide what happens when a record is incomplete, a connection fails or a person needs to review the result.
HOW WE GET THERE
A practical process.
Check the tools
We inspect the available connections, access requirements and any provider costs.
Agree the information
Define what moves, where it goes and which system is the source of truth.
Connect and test
Try normal cases and exceptions, then hand over the working connection.
IS THIS A GOOD FIT?
Built for a
real business need.
Businesses using several tools that should share information, with repeated manual steps between them.
We’ll agree the useful first step, the scope and the cost before work begins.
Compare the package optionsMore about the processLET’S TALK
Let’s talk about what you need.
A website, an app or a better way to handle the work behind your business.