Integrations & Migration

Wired to
whatever you already run.

Accounting, email, SMS, calendars, website forms, e-signature — connected to your CRM so data is entered once and shows up everywhere.

And if you're coming from HubSpot, Pipedrive, Zoho or a very large spreadsheet, we move your contacts, deals, notes and history across cleanly — mapped, verified, nothing lost.

Plan My Migration
Xero
Google Workspace
SMS
HubSpot
Pipedrive
Spreadsheets

Connected on day one.

These are the integrations we build most often. If your tool has an API — or even just email — we can connect it.

Xero / MYOBInvoices raised from won deals, payment status back on the record, customers kept in sync.
Google Workspace / Microsoft 365Email and calendar on the contact timeline; meetings booked from the CRM.
SMS (Twilio & others)Instant replies, reminders and two-way texting logged against the contact.
Website formsEvery enquiry lands as a contact and deal, routed and replied to automatically.
E-signatureQuotes and agreements sent for signature; the signed copy files itself.
PaymentsStripe or your provider — pay-now links on invoices, status synced.
Slack / TeamsDeal won, job booked, lead waiting — alerts where your team already is.
Industry toolsJob management, scheduling, property data, quoting software — ask us about yours.
Migration

Leaving HubSpot, Pipedrive or the spreadsheet? Nothing gets left behind.

Migration is part of every build, not an afterthought. We export everything, map it into your new structure, load it into a test environment you can check, and only switch over when you're satisfied.

  • Contacts, companies, deals and pipeline stages
  • Notes, emails, calls, tasks and attachments
  • Deal history and timestamps preserved
  • Duplicates merged and bad data cleaned on the way through
1 · Exportfull data pull from the old system
↓
2 · Mapfields → your new model, agreed with you
↓
3 · Test loadyou check real records in the new CRM
↓
4 · Cut overfinal sync, old system read-only
↓
5 · Cancel the subscriptionthe good part

Not ready for a full build? We also build integration layers around the CRM you have today.

Connect Xero, SMS and your forms to HubSpot or Pipedrive now — move the rest later.

Ask About an Integration Build

Migration Questions

›How long does a migration take?

Usually a small part of the overall build. Export and mapping happen while we're building; the cut-over itself is typically a single agreed day.

›Will we lose history?

No. Notes, emails, calls, tasks, attachments and deal history come across with their original dates. We verify record counts before and after.

›Can you run both systems in parallel?

Yes, for a short overlap if you want it. We keep the old system read-only after cut-over so there's one source of truth.

›Our data is messy. Is that a problem?

It's normal. Migration is the best moment to clean it — we dedupe, standardise fields and flag anything that needs a human decision.

Book your free scoping call

Talk to us

Tell us what you run. We'll tell you how it connects.

Book a Scoping Call
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