Connect Your CRM to the Rest of the Business, Without Duplicates or Dead Leads

Customise inside the CRM when the change is about how your team works in it: fields, pipelines, views, simple automations. Integrate around it when data has to move to or from another system, when logic is too complex for the CRM's automation tools, or when you need guarantees about failures and audit trails. And replace the CRM only when it fundamentally cannot model your business; that is rarer than vendors suggest.

Yes, and it is one of the commonest requests. Typically a won deal or accepted quote creates a contact and invoice in Xero or MYOB with the right accounts and tax codes, and payment status is written back to the CRM. Some CRMs have marketplace apps for this that are good enough; we check those first. Our Xero and MYOB integration page covers the accounting side in detail.

Yes. We use GoHighLevel in our own business and build integrations with its API and webhooks. At the time of writing its documentation lists a burst limit of 100 requests per 10 seconds and 200,000 requests per day per app per sub account, which matters for agencies running many sub accounts and for high volume campaigns. We design with queues and webhooks so those limits are not a problem.

Yes. We map objects and fields between the two platforms, decide what history is worth bringing (contacts, companies, deals, notes, emails, files), run a test migration on a sample, reconcile counts and pipeline values, and plan the cutover around your sales cycle. Automations and integrations are rebuilt and tested on the new platform before the old one is switched off.

Commercial emails and SMS need consent, must identify the sender and must include a working unsubscribe under the Spam Act 2003, which ACMA enforces. For organisations covered by the Privacy Act, APP 7 requires a simple way for people to opt out of direct marketing. The integration should carry consent and unsubscribe status with the contact into every system that sends messages. Your lawyer confirms how the rules apply to you; this is general information, not legal advice.

No. We hold no HubSpot Solutions Partner, Salesforce Consulting Partner, GoHighLevel or Zoho partner status. We build against the vendors' published APIs, and partner status is not needed for integration work. If you need a certified partner for licensing, implementation of the platform itself or a vendor requirement, we can work alongside one.

It depends on the number of systems, the objects and fields involved, the direction of sync, data cleaning and any migration. Every build starts with a Discovery Audit, a fixed fee credited in full against the build. After two strategy sessions you receive a fixed price Schedule of Work with three options: The Minimum, The Recommended and The Complete. The first step is a Development Consult, a 15 minute phone call or a Zoom with Andy.

Sometimes. For a few simple flows at modest volume, an automation platform is quick and cheap, and we will say so. Custom integration code makes sense when flows need complex matching or routing logic, high volumes, strict error handling and audit trails, or access to APIs those tools do not cover well. Our comparison of n8n, Make and Zapier explains the trade offs.

Almost anything with an API. HubSpot has a large marketplace of ready made integrations, and custom integrations connect it to Xero or MYOB, ServiceM8 or simPRO, web forms, telephony and SMS, ad platforms and your own app or portal. Check the marketplace first; we build custom only where no existing app handles your fields, rules or volumes. HubSpot's daily API limits run from 250,000 to 1,000,000 requests depending on your tier.

It should run under a dedicated integration user, not a staff member's login. That keeps permissions narrow, keeps the audit trail clear and stops the integration breaking when someone leaves. Salesforce offers a licence type intended for system to system access, and how many are available depends on your edition and contract, so we check your org's setup before the build. API request allocations also vary by edition and licence count.

For most Australian small and mid sized businesses, start with an established CRM such as HubSpot, Salesforce, Zoho or GoHighLevel and integrate it, because it is usually cheaper over five years. A custom CRM earns its cost when your sales or service process is unusual, when seat licences add up across many users, or when the CRM has to run core operations rather than track leads. Our HubSpot versus Salesforce guide compares the two.