CRM & business integrations
Keep the context. Connect the work.
For teams copying information between tools, missing handoffs or working from conflicting customer records.
Explore the journey ↓Inquiry received
Website · source + consent
Record updated
CRM · agreed source of truth
Task created
Projects · owner + context
Team alerted
Team channel · next action
What if a connection fails? +
Keep the original request, flag the failed handoff and let an assigned person review it before retrying. Deduplication prevents the same event creating a second record. Recovery rules are defined for your actual tools.
Illustrative architecture · no live data or automatic actions
THE BUSINESS CONTEXT
Start with the work.
Then connect the right pieces.
Explore the business context +
An integration is useful when it supports a defined process. We map what must move, which platform owns each record and what happens when a connection fails—before implementing the connection.
EXPLORE EACH CONNECTION
Follow the journey.
Map
Agree what each system is responsible for.
Identify customer, deal, task or invoice records and the source of truth for each field.
Connect
Move supported data with a clear purpose.
Check API access, permissions, direction of synchronization and data quality. Choose an available connector or scope custom development.
Coordinate
Turn a business event into a next action.
An agreed pipeline change can prepare a task, internal alert or delivery handoff.
Handle exceptions
Make failed actions visible.
Define retries, duplicate handling, recovery paths and the person responsible for reviewing exceptions.
Maintain
Keep the connection aligned with your process.
Test representative cases and agree monitoring, support boundaries and change responsibilities.
FROM PRIORITIES TO DELIVERY
What we define together.
CRM configuration and field mappings
Defined integrations and exception handling
Acceptance tests and support responsibilities
Your proposal defines deliverables, quantities, responsibilities and acceptance tests. Implementation and ongoing management are agreed separately.
MIGHTY CONVERSION SUITE
The tools you use.
The work they need to support.
Zoho CRM · HubSpot · Salesforce
Customer and deal data, subject to supported APIs.
ClickUp · Asana · monday.com
Tasks, ownership and delivery handoffs.
QuickBooks · Zoho Books · Workspace
Selected invoice, calendar or spreadsheet data.
Examples of possible connections. We verify application plans, supported data, API access, permissions, synchronization direction and usage costs before confirming an integration.
REAL WORK / DEFINED CONTRIBUTIONS
See what we contributed.
Complex systems begin with understanding the requirements. Explore our research, functional architecture and UX/UI contribution to Enlace Mayor.
Explore the project ↗Before we define the scope.
Can you work with our existing CRM?
We assess the application, plan, permissions, data and integration requirements before confirming feasibility.
Is every integration included?
No. The proposal defines systems, fields, event types, synchronization direction, volumes and support. Custom integrations and usage may require additional scope.
MIGHTY GROWTH OS
A focused need.
A connected engagement.
Start with this journey or connect it to a broader system. We define the right scope around your business.