Enter the details once and they can move to your CRM, accounts package and spreadsheets automatically, without anyone copying them across by hand.
A customer enquiry arrives. Someone types it into the CRM, someone else into a spreadsheet, and parts of it go into the accounts package later. Every copy takes time and is another chance for a mistake.
We map your data flows
We record where the data starts, where it needs to go and what should trigger the move: a form, a status change, a new record or a set time.
We build the connections
Using Microsoft Power Automate, Make or Zapier, we connect your systems, including matching the fields and handling errors.
Data moves by itself
From then on, data moves between your systems without anyone retyping it.
You hear if something fails
If a transfer fails (a system is offline or a field format changes), you get a notification, so nothing is lost without anyone knowing.
If your system has an API, a webhook or a standard export, it can usually be connected. These are the ones we work with most.
Where a business is already on Microsoft 365, the move between systems is usually built with Power Automate, which comes with the subscription. See Microsoft 365 automation.
The quotation system in our case study replaced a legacy database that needed constant manual data entry. Quotes are now sorted and followed up automatically, and management see live figures instead of static reports.
It connects your business systems so information entered in one place appears in another without anyone copying it. Common examples are web enquiries going into your CRM, invoice details moving from your accounts package into a spreadsheet, and job completions updating your project tools.
Most common business tools: Microsoft 365, Google Workspace, Xero, QuickBooks, Sage, HubSpot, Salesforce, Monday.com, Airtable, Shopify and most platforms with an API or webhook. If you are not sure about yours, ask and we will find out.
Once a connection is set up and tested, it copies exactly what is in the source system every time. It cannot correct a mistake typed in at the start, so checks can be added where the data matters.
The automation moves data between systems you already use. Which systems are connected, and what moves between them, is set out in the written scope before anything is built.
Other routes are possible, such as reading emails, file imports or scheduled exports. If a connection is not possible, we will say so plainly.
Tell us which systems you want connected and we will tell you plainly how the data could move between them. The price is fixed before any work begins. Or call 01858 589789.
