CRM INTEGRATION SERVICES
CRM Integration Services Built on the Stack You Already Run
The goal isn't another connected app. It's a CRM that's the single source of truth instead of one more copy of it.
Proof, not a pitch: a Medicare agency's migration moved 1,593 contacts, 32,508 notes, and 1,222 policies with zero records lost, in 4 days against a 400+ hour manual estimate.
SCOPE
What CRM Integration Actually Covers
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Two-Way Sync
Keep both systems live and writable. Field-level conflict rules decide who wins on each field, so neither system silently overwrites the other. HubSpot, Pipedrive, GoHighLevel, Salesforce (see the dedicated ClickUp Salesforce integration build), ClickUp used as a CRM, and proprietary systems.
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Migration Without Data Loss
Moving CRMs without losing contacts, notes, custom fields, or relationships. Fields and relationships get mapped first, then migrated, then validated against the source system.
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Automation on Top
Once the CRM holds clean, current data, it can drive lead routing, enrichment, and reporting without a person moving anything by hand.
THE PROBLEM
The Failure Mode I Get Called For
What it looks like
- Two CRMs holding two versions of the same pipeline, and neither one wrong on its own.
- Someone spending hours a week exporting, cross-referencing, and rebuilding a single number from two moving targets.
- A revenue figure that becomes a range instead of a number, because nobody fully trusts either system.
What it costs
- One B2B SaaS company lost 15 hours a week to reconciliation before every investor update and board meeting.
- That time didn't create insight. It produced a number the business should have had already.
- A weekly export-and-import script had already been tried, and broke the first time a field structure changed.
RESULTS
Proof, Not Promises
15 hours a week of reconciliation eliminated
Real-time bidirectional sync between HubSpot and Pipedrive, under 10-second latency, zero discrepancies over 6 months.
See case study →424 hours of manual work compressed to 4 days
A Medicare agency's migration: 1,593 contacts, 32,508 notes, and 1,222 policies moved from RadiusBob to GoHighLevel with zero data loss.
See case study →42 hours a week returned across 16+ workflows
HubSpot, ServiceFusion, and social and financial systems connected without custom code, at 99.7% integration uptime.
See case study →INVESTMENT
How It's Priced
Every engagement is a fixed price, agreed with you before work starts and scoped on the free diagnostic call above. There's no hourly billing and no scope creep once I've locked the scope. A support window and full documentation come with every build, so the price covers the handoff, not just the code.
QUESTIONS