Integrations and automation: a website connected to CRM, sales and marketing tools
An enquiry from the website that someone retypes into the CRM. An order that has to be entered into the system. A newsletter the customer signs up for separately. Integrations connect the site to the company's systems so that data flows by itself, and automation takes over the repetitive steps.
What can be integrated and automated?
Every manual retyping of data is a place for an error and a delay. Integration removes both.
Integration means connecting the site to a system the company already uses, so that data flows without human involvement. Automation means the steps that happen by themselves once connected. The most common flows:
- enquiries and forms going straight into the CRM and assigned to a salesperson,
- orders passed on to invoicing and the warehouse,
- customer data synchronised with mailing and marketing tools,
- content and products updated on the site from the source system,
- automatic replies and classification of requests with AI.
How do we implement integrations?
- We map the data flow. Where data comes from, where it goes, who moves it today and where errors occur.
- We choose the flow with the biggest impact. We do not integrate everything at once. We start with what saves the most time or eliminates the most errors.
- We connect and test. We build the integration, test it on real data in safe conditions and launch it with monitoring.
- We expand and automate. Further flows and automatic steps, including AI where it makes sense, at a pace the company can absorb.
What do you get?
- a map of the data flow between the site and the company's systems,
- working integrations with monitoring and error handling,
- automation of repetitive steps,
- documentation that allows the integrations to be developed in future.
When is it worth implementing integrations?
- when data from the site is retyped by hand into other systems,
- when enquiries from the site get lost or wait a long time for a reply,
- when the company uses several tools that do not talk to each other,
- when the team performs the same describable steps every day.
Frequently asked questions
Does integration require changing our systems?
Usually not. We connect what the company already has. We propose changing a system only when the current one offers no integration options.
What if an integration stops working?
Every integration has monitoring and error handling, so we know about a problem before the users do. Maintaining integrations is part of the engagement.
When does Intelligent Business Point come in?
When automation goes beyond communication and marketing and concerns the processes of the whole company. Then we work together: IBP streamlines the processes, we implement the part related to the website and communication.