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    CRM integrations one shared timeline

    We connect HubSpot, Salesforce, Pipedrive and custom objects, syncing lifecycle data with delivery milestones so sales, success and project teams share one timeline.

    Book a walkthrough call (opens in a new tab)See the tools we connect

    Free call. If we are not the right fit, we will say so.

    How we connect a CRM

    Lifecycle data that matches how you actually sell

    • Objects and fields

      Deals, contacts and custom objects

      Standard and custom fields are mapped with transforms: picklists normalized, currencies handled, duplicates merged with rules you approve.

      • Bi-directional or hub-and-spoke
      • Transforms for common messiness
      • Sandbox test paths

    • Sync modes

      Real-time, scheduled and on-demand

      High-churn objects can use webhooks. Heavy backfills run off-peak with checkpointing.

      • Conflict resolution policies
      • Replay from last good state
      • Per-object cadence

    • RevOps alignment

      Pipeline tied to delivery proof

      When milestones complete, opportunity stages and success plays can update automatically. Fewer manual "mark closed" rituals.

      • Stage gates with guardrails
      • CS handoff triggers
      • Forecast hygiene checks

    • Data quality

      Monitoring you can act on

      Anomaly detection on volume, null rates and staleness raises an alert before leadership notices the dashboard is wrong.

      • Data quality scores per integration
      • Quarantine queues
      • Owner assignment for fixes

    CRM tools

    Tools we work with

    The CRMs we connect most often. Your exact mix is set per engagement.

    • HubSpot
    • Salesforce
    • Pipedrive
    • Attio
    • Close
    • Zoho CRM
    • Copper
    • MS Dynamics

    What changes

    What it replaces

    • CRM and delivery tools disagree on dates

      becomes: One milestone truth, with CRM fields derived from it

    • Custom objects differ per region

      becomes: Regional mappings without forking the integration

    • Sales edits break reporting

      becomes: Validation rules and an audit trail for fields that feed metrics

    • Migration from HubSpot to Salesforce mid-program

      becomes: A parallel run and cutover playbook included in the integration scope

    Before you start

    Questions teams ask before starting

    • Which CRMs do you work with most?

      HubSpot and Salesforce most often. Pipedrive and others are handled as custom integration work.

    • Who provisions API keys?

      Your CRM admin creates scoped credentials. We never ask for user passwords.

    • How are deletes handled?

      Soft-delete patterns and tombstoning are set to match your retention policy.

    • Can we filter what syncs?

      Yes. Region and object-level filters are standard.

    Put the next stage on autopilot

    Book 30 minutes. Leave knowing what turns on first.

    Tell us what runs today and what breaks. We do the rest of the thinking on the call.

    your CRM integration

    What happens on the call

    1. You tell us what runs today and what breaks
    2. We point at the manual glue worth removing
    3. You leave knowing what turns on first
    Book a 30-min discovery call (opens in a new tab)
    20+ projects delivered for teams across 4+ time zonesor get a free website audit
    • Free
    • 30 minutes
    • Not the right fit? We will say so
    “I sleep better anyway.”
    Troy Morales · CEO, OWWO Chicken