Your CRM, accounting and shop connected, so information flows without retyping.
What it is
Most businesses run several systems that each hold part of the picture: customers in the CRM, invoices in accounting, orders in the shop. When they don’t talk to each other, someone types the same details in twice, and mistakes creep in.
We connect HubSpot and Klaviyo, Xero, QuickBooks, Sage and NetSuite, Shopify and WooCommerce, and Microsoft 365 or Google Workspace. We use built-in connections where they do the job, and Zapier, Make, n8n or Power Automate where they don’t.
Choosing or setting up a system first? See CRM systems, Accounting and finance systems and Shopify stores. Want the figures on a dashboard? See Data connectors.
Who it’s for
Businesses retyping orders, customers or invoices between systems, teams who don’t trust the numbers because systems disagree, and anyone adding a new system to an existing set-up.
Example workflows
- For example: a new Shopify order creates a Xero invoice.
- For example: a won deal in HubSpot creates the customer in QuickBooks.
- For example: WooCommerce orders flow into Klaviyo, so emails match what people bought.
- For example: a paid invoice in Xero updates the deal in HubSpot.
What’s included
- Systems map: what each system holds, which one is the source for each type of data, and where details are retyped.
- Connection design: what moves, when, in which direction, and what happens when records clash.
- Build: built-in connections where they do the job, and Zapier, Make, n8n or Power Automate where they don’t.
- Data clean-up: duplicates and mismatched records fixed before they sync.
- Testing: real records run end to end before go-live.
- Monitoring: error alerts when a sync fails, and a plain-English guide to every connection.
What you get
- A map of your systems and data flows
- Connections built, tested and live
- Cleaned, matched records
- Error alerts to a named person
- Plain-English documentation
What we measure
- Records retyped between systems
- Failed syncs each month
- Mismatches between systems
- Time from order to invoice
- Hours spent on admin
Done properly
- Data minimisation: each workflow only moves the personal data it needs, and only to the systems that need it.
- Access: each connection uses only the permissions it needs, and access is removed when it’s no longer used.
- Error alerts and monitoring: if a step fails, a named person is told, so nothing goes missing without anyone noticing.
Questions
Can you connect our CRM and accounting software?
Usually, yes. We check what each system allows during discovery. See CRM systems and Accounting and finance systems.
Can you connect our online shop?
Yes. We connect Shopify and WooCommerce to your accounting, CRM and email. See Shopify stores.
What if a system has no ready-made connection?
We look at what the system allows, such as an API or file exports, and tell you honestly what’s possible.
What happens if a sync fails?
A named person is alerted, so nothing goes missing without anyone noticing. Support plans include fixing failed syncs. We respond within 4 working hours if a workflow has stopped, and within 1 working day for everything else.
Pricing: bigger projects start with a fixed-price discovery from £500 + VAT. Projects from £750 + VAT, with the scope and price agreed upfront. Monitoring and support from £200 + VAT a month. Every project starts with a free audit.
Delivered by: in-house by Studios 6.
Related services
Workflow automation
Repetitive admin done for you, the same way every time, using the tools you already have.
Document processing
Invoices, receipts and forms read and entered into your systems, with a person checking anything uncertain.
AI assistants and chatbots
AI that drafts, answers and sorts, built on ChatGPT, Claude or Microsoft Copilot, with a person in the loop.
Talk to us about integrations
Retyping the same details into different systems? Book a free audit and we’ll show you what to connect first.