CRM and API Integrations
CRM Integration
A CRM is only as useful as what reaches it. When enquiries arrive by hand, arrive late or arrive incomplete, the reporting built on top of it is describing a version of your business that does not quite exist.
Connecting it properly means every enquiry lands automatically with the context attached, including which campaign produced it. That last part matters more than it sounds, because it is what lets you judge marketing on closed revenue rather than form fills.
It also runs the other way. Sending closed deal data back to your ad platforms lets them optimise towards customers who actually bought, which is a meaningful improvement over optimising towards leads that never converted.
What We Do
From CRM platforms and ecommerce stores through to custom connections and ongoing monitoring, our integration work covers everything needed to make your systems agree with each other. Select a service below to find out more.
Connecting Salesforce, HubSpot and other major platforms to your website, ad accounts and analytics, so enquiries arrive complete and attributed. Get in touch to talk about your CRM.
Find Out MoreLinking your store to your CRM and marketing tools so orders, customers and lifetime value are visible in one place rather than three. Learn more about our Shopify and ecommerce development services.
Find Out MoreBuilding the connection where no off the shelf tool does what you need, with proper handling of failures and the edge cases simple connectors drop. Get in touch to talk about a custom connection.
Find Out MoreMaking the wider stack work together, from booking systems to stock to accounting, so information stops being retyped between them. Get in touch to talk about your systems.
Find Out MoreKeeping records consistent across platforms and watching for the silent failures that leave two systems quietly disagreeing for months. Learn more about our data and tracking services.
Find Out More
CRM Platform Integrations
Connecting Salesforce, HubSpot and other major platforms to your website, ad accounts and analytics, so enquiries arrive complete and attributed. Get in touch to talk about your CRM.
Find Out MoreEcommerce CRM Integration
Linking your store to your CRM and marketing tools so orders, customers and lifetime value are visible in one place rather than three. Learn more about our Shopify and ecommerce development services.
Find Out MoreCustom API Connections
Building the connection where no off the shelf tool does what you need, with proper handling of failures and the edge cases simple connectors drop. Get in touch to talk about a custom connection.
Find Out MoreSystems Integration
Making the wider stack work together, from booking systems to stock to accounting, so information stops being retyped between them. Get in touch to talk about your systems.
Find Out MoreData Sync & Monitoring
Keeping records consistent across platforms and watching for the silent failures that leave two systems quietly disagreeing for months. Learn more about our data and tracking services.
Find Out More
How We Do It
We start with what you have rather than what you should have. Which systems hold what, where the duplication is, and which manual work actually costs your team time worth reclaiming.
From there we agree what to build and in what order, starting with the thing that removes the most friction rather than the thing that demonstrates the most technology.
Then we build it, test it against real cases, and document it. You get something your team can operate and amend, not a black box only we can maintain.
Why Us
We have been running campaigns from our base in Surrey since 2005, so we build this as marketers who have to live with the result rather than as a technical exercise signed off and handed over. That shapes what gets built. Systems designed by people who never have to use the output tend to be impressive and unhelpful. We have an in-house dev and tech team, so integration work is implemented by us rather than passed to a third party, and the people who built it are the people you can ask about it. We are independent, which means every client gets senior attention rather than being handed down the ranks. That holds whether you are a local business or a national brand. You get a named team who know your setup, honest advice about what is worth building, and a partner who treats your business like our own.
Featured Case Studies
For over 21 years we’ve helped ambitious brands grow — pairing creative that gets noticed with media that performs. Explore the work to see how we turn intent into measurable results.
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Reptile Centre
The Challenge According to insights provided by Google, the reptile and amphibian market was growing 14% year on year. Broadplace’s account management…
See project
The Works
The Challenge The Work’s annual objective was to increase revenue whilst maintaining efficiencies. The target was to generate a 30% increase in…
See project
Mercedes Benz
The Challenge The three main objectives of the Retail Group’s campaigns were to drive measurable leads across a key range of focus…
See project
JBR Capital
The Challenge JBR Capital had invested significantly in PPC over 2-3 years, but increasing competition and a confusing account structure meant it…
See project
The Impact
Connected systems remove a class of work that never appears on anyone’s budget but takes a real share of your team’s week. That time comes back every week, not once.
It also makes everything downstream trustworthy. Reporting, attribution and automation all depend on the systems agreeing with each other, so this is usually the thing worth fixing before any of them.
Talk to our team about connecting your systems today.
Frequently Asked Questions
Connecting two pieces of software so they can exchange information automatically. An API is the interface one system offers to another. Integration is making yours use it, so information moves without anyone copying it across.
Connecting your CRM to the systems around it, usually your website, ad platforms, analytics and email. It means enquiries arrive automatically with context attached, rather than being typed in later and stripped of where they came from.
Making your separate business systems work as one. Website, CRM, stock, accounting, booking. The aim is that information entered once appears everywhere it is needed rather than being retyped between them.
Someone who works out what your CRM should do for your business and makes it do that. Most CRM problems are not software problems, they are configuration and process problems, and they usually predate whoever is being blamed for them.
A tool that connects apps without custom development, and it is often enough. For modest volumes and straightforward logic it does the job at a fraction of the cost of building something. It becomes limiting when volume rises or the rules get specific, and we will tell you when you have reached that point.
It depends how many systems are involved and whether off the shelf connectors will do. Connecting two common platforms is a small job. Custom connections with complex matching are not. We scope it and agree the price upfront.
Yes. Salesforce connects to most marketing and advertising platforms, either natively or through its API. The work is usually less about whether it can connect and more about agreeing which fields map to what, and what happens when records conflict.
Yes, and it is one of the more valuable integrations to do. Once orders and customers flow into the CRM you can see lifetime value, segment properly and stop treating a first time buyer the same as someone on their tenth order.
A straightforward connection between two common platforms takes days rather than weeks. Anything involving custom logic, data cleaning or historical migration takes longer. Agreeing the field mapping is usually the slow part, not the building.
Nothing is overwritten without agreement. We map fields and agree the rules for conflicts and duplicates before anything runs, then test on a small set first. Historical data is migrated separately and deliberately, not swept along with it.
Ready to Chat?
Tell us what you’re planning or what you’d love to achieve and we’ll explore how we can help your business grow — no obligation, just a friendly conversation.
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