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BespokeCRMs

CRM Integration

Connect your CRM to the systems your team already uses

Custom API integrations with email platforms, accounting software, telephony, document management, and sector-specific tools. Reliable, maintainable, and fully documented.

Common Integrations

Systems we regularly connect

We build integrations with the tools your team relies on every day. These are the categories we work with most frequently.

Email

Outlook, Gmail, SMTP relay

Bi-directional email sync so conversations are logged against the right contact without manual data entry.

Accounting

Xero, QuickBooks, Sage

Invoice creation, payment status sync, and client financial data visible inside your CRM without switching applications.

Telephony

RingCentral, 8x8, 3CX

Click-to-call, automatic call logging, and caller identification so your team never loses context mid-conversation.

Document Management

SharePoint, Google Drive, Dropbox

Documents linked to CRM records, templates auto-populated with client data, and version history preserved.

Marketing

Mailchimp, ActiveCampaign, Brevo

Contact lists synced automatically, campaign engagement data visible in client records, and lead scoring updated in real time.

Sector-Specific

FCA reporting, practice management, case systems

Regulatory reporting tools, legal practice management systems, and other specialist platforms connected via API or file exchange.

How We Integrate

Three approaches, chosen to fit the requirement

Not every integration needs a real-time API. We choose the right approach based on your data volume, latency requirements, and system capabilities.

Real-time, transactional data

REST API

Direct, real-time communication between systems. Best for transactional data where immediate consistency matters, such as creating an invoice when a deal is marked as won.

Event-driven updates

Webhooks

Event-driven notifications that trigger actions in your CRM when something happens in another system. Efficient and responsive without constant polling.

Bulk data, reporting, legacy systems

Scheduled Sync

Batch data synchronisation on a schedule: hourly, daily, or weekly. Ideal for reporting data, bulk updates, or systems without real-time API support.

What You Get

Integrations built for the long term

Reliable Data Flow

Data moves between systems consistently and predictably. No silent failures, no orphaned records, no data sitting in a queue nobody checks.

Error Handling & Retry Logic

Every integration includes automatic retry for transient failures, dead-letter queues for persistent errors, and clear alerting when human intervention is needed.

Monitoring & Alerting

Dashboard visibility into integration health: throughput, error rates, and latency. You know immediately if something stops working.

Documentation & Runbooks

Every integration is documented with data flow diagrams, field mappings, and troubleshooting runbooks. Your team can understand and maintain them.

Questions Answered

CRM integration: your questions answered

The questions UK businesses ask us most often when connecting their CRM to the other systems their team depends on.

How much does a CRM integration cost?

A simple integration (for example, inbound webhook from a web form into CRM contact creation) is typically £2,500 to £5,000. A standard bidirectional integration (CRM to accounting, CRM to email marketing) is usually £5,000 to £15,000. Complex multi-directional integrations with real-time sync, error handling, and conflict resolution run £15,000 to £35,000. Each integration is scoped and fixed-priced before work starts.

How long does an integration take to build?

A well-scoped integration between two modern systems with proper API documentation takes 2 to 4 weeks. Integrations with legacy systems, batch-only data exchange, or undocumented APIs take 4 to 8 weeks. Integrations with authentication constraints (OAuth, mutual TLS, IP whitelisting) add a week to the timeline for security review and approval.

Real-time API versus scheduled batch sync: which do we need?

Real-time APIs are the right choice for transactional data where immediate consistency matters, such as creating an invoice when a deal is marked as won. Scheduled batch sync is the right choice for reporting data, bulk updates, or systems without real-time API support. Webhooks are the right choice for event-driven updates. We choose during discovery based on your data volume, latency requirements, and system capabilities.

How do you handle errors and failures?

Every integration includes automatic retry for transient failures (network timeouts, rate limits), dead-letter queues for persistent errors, and clear alerting when human intervention is needed. Errors are logged with enough context to diagnose the root cause, and the monitoring dashboard shows throughput, error rates, and latency so your team knows immediately if something stops working.

Can you integrate with a system we built in-house?

Yes, provided the in-house system exposes some form of interface: REST API, SOAP, database view, file-based exchange, or webhook capability. We have built integrations against legacy systems, proprietary databases, and bespoke platforms with no formal API. The complexity scales with how closed the system is, and we scope that explicitly during discovery.

Who owns the integration code and can we take it elsewhere?

You do. Integration code is delivered to your GitHub or GitLab organisation under a permissive licence. If you want to bring integration maintenance in-house or move it to another provider, you can do so without our involvement or permission. We offer ongoing support contracts because continuity is valuable, not because the code is locked up.

How do you handle authentication and security?

Credentials are stored in a managed secrets service (AWS Secrets Manager, Azure Key Vault, or HashiCorp Vault) with automatic rotation where the remote system supports it. OAuth flows use short-lived tokens with proper refresh handling. Webhook endpoints are signed and validated. All transit is TLS 1.3. Security approach is documented in the integration runbook.

What if the remote system changes their API?

Integrations are designed to handle versioning: we target specific API versions with explicit upgrade paths, monitor vendor deprecation notices, and include API change risk in ongoing support contracts. Where the remote vendor makes breaking changes, we handle the upgrade as part of the support retainer or as a one-off enhancement.

Connect Your Systems

Ready to connect your systems?

Tell us what you need to integrate and we will scope the work, recommend the right approach, and give you a fixed-price quote.

Discuss Your Integrations