The deal is won. The setup starts over.
Someone copies the contact, scope, and deadline from the CRM into a project brief. Then enters them again in a spreadsheet.
CRM → Project setupWORKFLOW AUTOMATION & CRM INTEGRATION
Move work forward without the manual handoffs.
Connect your CRM, onboarding and delivery tools so your team spends less time copying information and chasing the next step. Start with the workflow that slows your business down.
One workflow to start. A project quote, not another subscription.
SALES → DELIVERYIllustrative flow
CRMClient + agreed scope
Intake formBrief + requirements
THE HANDOFF RULESCheck. Map. Route.
Project workspace
Client detailsProject ownerFirst tasks
Missing a detail? Route it for review.
CONNECT THE HANDOFFS
- CRM → Operations
- Intake → Onboarding
- Project tools → Reporting
THE MANUAL WORK BETWEEN TOOLS
Good tools.
Disconnected work.
Your CRM, inbox, and project board each do their job. The gaps between them still land on your team.
The brief is in three different inboxes.
A missing document stalls onboarding. The team has to chase the client before anyone can start the work.
Intake → OnboardingThe status depends on who you ask.
Sales sees one date. Operations sees another. Finding the next action means checking several tools.
Project tools → ReportingONE HANDOFF, END TO END
From signed deal
to first task.
For a consulting or service team, a sale is the start of delivery. Here is how that handoff could work without rebuilding the whole operation.
Illustrative example—not a client result. The systems, rules, and approval steps depend on your project.
Plan my workflow automationUse the deal as the starting point
Read the agreed client, scope, and contact fields from your CRM.
Check what delivery needs
Validate required details. Flag missing information for a person to review.
Create the project record
Pass the approved details to your project tool. A repeated trigger should not create a duplicate.
Assign the owner and first tasks
Apply the responsibilities, checklist, and approval steps agreed with your team.
Keep the handoff visible
Show what was created, what needs attention, and who should act next.
WHAT GOES INTO THE BUILD
Your workflow, connected in 3 stages.
A useful integration needs field mapping, access rules, and a way to handle failures. Those belong in the scope—not in a surprise after launch.
- 01
Map the handoff
Trace the information, tools and people involved. Agree on the workflow, exceptions, scope and project quote before building.
Field map + project scope
- 02
Connect the systems
Build the agreed integrations and recovery paths. Put client details, ownership and the next task where they belong.
Connected workflow + exception handling
- 03
Verify the result
Test permissions, incomplete records, duplicate triggers and failed connections. Hand over access, documentation and operating instructions.
Acceptance checks + handover
COST. ACCESS. OWNERSHIP.
Before you connect
another system.
The practical questions behind a custom integration.
We already use Zapier or a native connector. Do we need custom code?
Maybe not. We review the features you already pay for first. Custom development makes sense when the existing connector cannot handle your fields, permissions, approval steps, or exceptions.
Can you work with our CRM and project tools?
We check the available APIs, plans, and access requirements before committing to an integration. A tool name alone is not enough to confirm what can be connected.
What determines the price?
The number of systems, the data to map, approval rules, failure handling, and any migration work. You receive a project-specific scope and quote—not a subscription bundle.
Do we need AI for this?
No. Moving agreed fields between tools usually needs clear rules, not AI. We consider AI only for tasks that need it and can be evaluated, such as extracting information from unstructured documents.
How long does a build take?
Timing depends on the workflow, API access, test data, and your team's review availability. Milestones are part of the proposal; we do not attach the same deadline to every project.
Who operates it after handover?
We agree on access, documentation, third-party costs, and responsibilities in the proposal. Maintenance or ongoing support can be scoped separately. Your team should know what to do when a connection needs attention.
START WITH THE MANUAL STEP
Which step is your team still copying by hand?
Tell us which tools you use and what your team moves between them.
A USEFUL FIRST MESSAGE
“We copy each won deal into a project sheet, then email the delivery team. Can we connect those steps?”
What happens after you send it?We review your description and reply with questions about the workflow. No calendar booking or newsletter signup.
Your workflow, in a few sentences.
No technical brief needed to start.