Integration Audit
We review your complete technology stack: website platform, CRM, email platform, payment processor, booking system, and any other tool that touches your customer data. We document what is connected, what is broken, what data is being lost, and where PIPEDA compliance considerations apply to your current data flows. The audit takes one to two weeks and produces the foundation for all subsequent work.
Integration Specification
We produce a written specification for each integration required, covering what data moves between systems, in which direction, under what trigger conditions, and with what field mappings. The specification is detailed enough for any developer to implement and serves as the reference document for your integration architecture. Changes to the specification before build cost nothing. Changes after build are expensive.
CRM Field Mapping
We map every data point your website collects, including form fields, UTM parameters, page visit data, and any behavioural signals, to the corresponding property in HubSpot, Salesforce, or Zoho. Where CRM fields do not yet exist, we specify them. Where field types create mismatches, we resolve them in the specification. Correct field mapping is what makes CRM reporting reliable.
API and Webhook Setup
We build the connections between your website and your target systems using the API and webhook mechanisms appropriate to each platform. For HubSpot and Salesforce, this uses their native APIs. For Zoho, we use Zoho's REST APIs and webhook listeners. For Stripe Canada and Square, payment webhook events trigger CRM updates and email platform flows. Every connection is built to a specification and tested before handover.
Form-to-CRM Flow
We configure each website form to submit data directly to your CRM in real time, with full field mapping, UTM parameter capture in hidden fields, and any conditional routing logic required. For HubSpot, this uses native form embeds or API submission. For Salesforce and Zoho, this uses server-side API calls that are more reliable under high-volume conditions than client-side JavaScript submissions.
Data Quality Checks
We configure validation rules, deduplication logic, and data cleansing processes to prevent malformed, duplicate, or spam submissions from entering your CRM. Deduplication is configured by email address and, where appropriate, by company domain. Validation ensures that records missing required fields are flagged rather than silently created with empty properties that corrupt your reporting.
Automation Setup
We build the lead routing rules, assignment logic, notification triggers, and lifecycle stage transitions your CRM requires. For Canadian businesses operating across provinces or with territory-based sales teams, routing rules can be based on province, postal code prefix, company size, or service category. Notifications are configured to fire immediately and to the right channel for your team's working style.
Testing
We test every integration end to end with real and synthetic data. We test UTM parameter capture and pass-through under multiple traffic source conditions, form submission CRM record creation with full field mapping, payment event CRM updates, automation trigger firing, and edge cases including duplicate submissions and incomplete form data. Test results are documented before any connection goes live.
Documentation
We produce written documentation for every integration: what each connection does, how it was built, where the relevant settings are in each platform, and what to check if something stops working. Documentation is written for your internal team or IT department to reference and maintain independently.