CRM Integrations

Get the full picture when every platform is connected to your CRM

Your CRM works best when it's talking to every other system in your business. We make sure it does.
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Helppli designs and delivers CRM integrations that connect your sales, marketing, finance, support, and operational systems, giving every team access to accurate, real-time customer data.

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Connected systems lead your business to better decisions

When your CRM doesn't communicate with the rest of your business, teams waste time switching between platforms, customer data becomes unreliable, and manual processes quickly multiply.
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We integrate the tools you already use, creating automated workflows and a single source of truth that improves efficiency, visibility, and the customer experience.

Integrations built around the way you work

CRM Implementation

Deploy and configure CRM platforms around your business processes, teams, and objectives.

API Integrations

Connect your CRM with third-party platforms using secure, scalable API integrations.

Marketing Integrations

Synchronise customer data between your CRM, email marketing, advertising, and automation platforms.

Sales Automation

Automate lead routing, pipeline updates, notifications, and repetitive sales processes.

Data Migration

Move customer records safely from legacy systems while preserving data quality and business continuity.

Custom Integrations

Build bespoke integrations for proprietary systems, specialist software, or complex operational workflows.

Imagine all your systems working as one

The value of a CRM isn't the software itself. It's the quality of the information flowing through it.

Eliminate Data Silos

Bring customer information together from every department into your unified CRM.

Reduce Manual Work

Replace repetitive admin with automated workflows that keep information moving.

Improve Visibility

Give every team access to accurate, up-to-date customer information whenever they need it.

Built to Scale

As your business grows, your integrations grow with it without creating unnecessary complexity.

Better data = better business decisions

Disconnected systems create disconnected decisions.
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By integrating your CRM with the rest of your technology stack, your teams spend less time searching for information and more time building relationships, closing opportunities, and delivering better customer experiences.

How we connect your systems

Discover

We review your existing systems, workflows, and business requirements.

Design

Our team maps the integration architecture, data flows, and automation opportunities.

Build

Integrations are developed, tested, and validated to ensure secure and reliable performance.

Optimise

Following deployment, we monitor performance, refine workflows, and support future improvements.

Grow faster with a connected CRM

No matter what stage you're at, we'll help you get there. We link every platform your business runs, so your CRM sits at the centre of your business.

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What are CRM integration services?

CRM integration services connect your CRM with other business systems, allowing data to move automatically between platforms and creating a single, reliable source of customer information.

Which CRM platforms do you support?

We work with leading CRM platforms, including HubSpot, Salesforce, Microsoft Dynamics, Zoho CRM, and other solutions with API capabilities.

Can you integrate our existing software?

Yes. We integrate CRMs with finance systems, marketing platforms, customer support software, ERP systems, eCommerce platforms, and custom applications where suitable.

Will our existing customer data be migrated?

Absolutely. We carefully migrate and validate customer data to minimise disruption and preserve data accuracy throughout the transition.

How long does a CRM integration project take?

Timelines vary depending on the complexity of your systems and the number of integrations required. After discovery, we'll provide a clear implementation roadmap.

Do you provide support after launch?

Yes. We offer ongoing optimisation, maintenance, and support to ensure your integrations continue performing as your business evolves.

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