Make Your CRM Talk to Everything Else
We connect your existing CRM, Salesforce, HubSpot, Zoho, or a custom-built CRM, to the tools your team already uses: email marketing, support desks, billing, and more. No CRM replacement, no double data entry.
50+ ERP and software projects. Zero failed projects since 2021.
One CRM, several tools, and a lot of copy-pasted contacts
Sales lives in the CRM, marketing sends from an email tool, support runs its own desk, and billing has its own system. CRM integration is what keeps the same contact record accurate across all of them, instead of relying on someone to update four places by hand.
Leads and customers that stay consistent across every tool
When a contact updates in your CRM, that change reaches your email marketing list, your support desk, and your billing tool without anyone re-typing it, so every team is working from the same record.
- Contact updates propagate to connected tools automatically.
- No more mismatched details across systems.
- Duplicate records get caught instead of piling up.
Whatever CRM you run stays exactly as it is
Salesforce, HubSpot, Zoho, or something built in-house, the integration connects to your CRM as it stands. We are not migrating your sales team to a new platform, only connecting the one they already use.
- No forced CRM migration or re-training.
- Your sales team keeps its existing workflow.
- New tools can be added later without redoing the setup.
Every contact record, tracked in one place
Illustrative example. Your actual sync map depends on the tools you connect.
From a list of tools to a live, monitored integration
Everything needed to keep your CRM and other tools in sync
Two-way contact sync
Contact and deal data flows in both directions where your process needs it.
Field mapping and de-duplication
Every field is mapped explicitly, and duplicate records get caught, not created.
Error handling and alerts
Failed syncs are flagged and logged, with alerts sent before they cause problems.
Historical data migration
A one-time initial load brings existing contacts into sync before live integration starts.
Custom connector development
For niche or in-house tools without an off-the-shelf connector, we build one.
Ongoing monitoring and support
Live integrations are watched continuously, with support to resolve issues as they come up.
What CRM integration changes day to day
Why teams choose TCB Infotech for CRM integration
CRM Integration, answered
What does CRM integration actually involve?
Will this replace or modify our current CRM?
Which CRM systems and other tools can be connected?
What happens if a sync fails or a contact record does not match?
How long does a CRM integration project take?
Do you support the integration after it goes live?
Connect Your CRM the Right Way
Disconnected tools cost your team time every day, in re-typed contacts, missed follow-ups, and mismatched records. CRM integration removes that overhead once and keeps every tool in sync going forward. Book a free consultation and tell us which tools need to talk to each other.
Book a Free Consultation →No commitment. See how it would work for your systems before you decide.
How CRM Integration Works
From mapping your tools to a monitored go-live. Here is how we connect your CRM to the rest of your stack without touching the CRM itself.
Discovery, build, and go-live, in that order
Every field mapped before a line of integration code is written
We audit your CRM and the tools around it, then document exactly which fields sync, in which direction, and which system is the source of truth for each one.
- Full audit of your CRM and connected tools.
- Field-by-field mapping documented upfront.
- Sync direction and source of truth agreed before build starts.
Connectors built and tested against real contact data in staging
Each connector is built against the agreed mapping and tested with real contact and deal records in a staging environment, so issues surface before anything reaches production.
- Connectors built per the agreed field mapping.
- Tested against real contact records, not sample data.
- Duplicate and mismatch handling verified in staging.
A monitored cutover, not a silent handoff
We watch the first live syncs closely, then keep monitoring in place so failed syncs and duplicate records are caught and resolved rather than left unnoticed.
- Monitored cutover with rollback plan in place.
- Alerts on failed syncs and duplicate records.
- Ongoing support as tools or sales process change.
Everything included in the integration
Two-way contact sync
Contact and deal data flows in both directions where needed.
Field mapping and de-duplication
Every field mapped, duplicates caught before they spread.
Error handling and alerts
Failed syncs are flagged and logged, not lost.
Historical data migration
Existing contacts loaded before live sync begins.
Custom connector development
Built for niche or in-house tools as needed.
Ongoing monitoring and support
Live integrations watched continuously after launch.