When your tools do not talk, your team becomes the integration.
We connect your CRM to the systems around it so customer data flows automatically and stays consistent, and your whole team works from one current picture instead of a dozen partial ones.
SOURCES: MULESOFT CONNECTIVITY BENCHMARK REPORT, 2025 EDITION, AS REPORTED IN 2026 INDUSTRY ANALYSIS.
Which detail does your team currently type into more than one system?
Thirty minutes with the engineer who builds these integrations. No slide deck.
Six symptoms of a stack that does not connect.
Your CRM does not work alone. It sits beside marketing, the website, support and accounting, and when they do not speak, your team pays for it.
- 01 The same address updated in three places, on three different days
- 02 A support ticket that sales only hears about at renewal
- 03 Two records for one customer, and no agreement on which is right
- 04 A web enquiry that reaches the CRM the following morning
- 05 Marketing counting one number and finance counting another
- 06 A weekly export that somebody has to remember to run
What goes into XtractSol CRM integration
Each integration is built around the tools you run and the way your data needs to move between them. Connect two systems or unify the whole stack.
Where the data should live
We map your tools and decide which system is authoritative for which field, before anything is connected. This is the part that determines whether an integration holds.
Records moved without loss
Customer history and detail carried across accurately and kept in step afterwards, tested against a copy before anything touches production.
Linked to the tools around it
Marketing, website, support and accounting connected to the CRM, so information moves between them instead of by copy and paste.
Two-way where it should be
Updates flow in the directions you choose, which is not always both. One-way is often the right answer, and we say so when it is.
Cleaned before it spreads
Duplicates and inconsistencies resolved as part of the work, so connected systems share accurate records rather than distributing the same errors faster.
Still working next year
Tested before launch and monitored afterwards, because the platforms either side of an integration change without asking you first.
Which system wins, field by field
Most integration conversations start with which tools to connect. The question that actually decides whether it works is narrower than that: when two systems hold different values for the same thing, which one is right?
The phone number is the row worth looking at. Two systems, two values, both recently updated, and no rule that covers it. An integration that picks one has a fifty percent chance of quietly destroying the correct number, and nobody finds out until someone tries to call. So it holds both and asks. Most days that is a ten second decision for a person. It is also the difference between a sync you can trust and one your team starts working around.
The rules are yours. The plumbing is ours.
Where two systems disagree outside the agreed rules, a person decides rather than the integration guessing.
Map
Every field matched, with the authoritative system agreed with you.
TogetherTest
Run against a copy of your data, so conflicts appear before production does.
UsSync
Updates flow in the agreed directions, at the agreed frequency.
IntegrationDetect
Conflicts and duplicates surfaced rather than resolved silently.
IntegrationResolve
Your team decides which value is right when the rules do not cover it.
Your teamWatch
Monitored afterwards, because platforms change their APIs without warning.
UsWhy we will sometimes talk you out of two-way sync
Two-way sounds like the complete option. It is also the one that goes wrong quietly
Two-way sync is what most people ask for, because it sounds like the version without compromises. What it actually means is that both systems can overwrite each other, and that every field now needs a rule about who wins. Where those rules are vague, the integration resolves conflicts on timing rather than correctness, and the most recently changed value beats the accurate one. That failure does not announce itself. It shows up months later as a customer nobody could reach.
So we treat direction as a decision to be made per field rather than a setting to be switched on. Some fields genuinely need to flow both ways. Many are safer flowing one way, from the system whose job it is to be right about that particular thing. The mapping session is the least glamorous part of an integration project and it is the part that determines whether you are still happy with it in a year.
An integration that overwrites the right value with the newest one is not syncing your data. It is losing it, slowly and on a schedule.
Your CRM and the tools around it
We link the systems your customer data actually passes through, including in house applications.
What is possible depends on the API each platform exposes and on your licence tier, and some capabilities are simply not available on lower plans. We confirm the specifics for your stack during the audit.
Connected, and still correct
- ✓ Authoritative system agreed per field before anything connects
- ✓ Built and tested against a copy of your data first
- ✓ Conflicts and possible duplicates flagged, never overwritten silently
- ✓ Every sync logged, with the ability to trace where a value came from
Live in weeks, with your data intact
We learn how your tools and data connect today, then build in stages so nothing is at risk during the change.
Free 30-minute workflow review
The tools you run and where data gets stuck, duplicated or retyped.
Paid assessment
Systems mapped, flows defined, and the authoritative source agreed for every field.
Build and test
Built and run against a copy of your data, so sync conflicts surface before deployment.
Deploy and monitor
Rolled out carefully with live data protected, then watched as the platforms either side change.
Questions we actually get
Which platforms can you connect our CRM to?
Marketing tools, websites and e-commerce platforms, support systems, accounting software and custom applications. The exact connections are confirmed during the workflow audit based on the tools you actually run, and we tell you then if something in your stack cannot be connected properly rather than after the work has started.
What happens when two systems disagree about the same field?
You decide, and you decide per field rather than per system. Your CRM might be authoritative for the contact name while your accounting platform is authoritative for the billing address. Where a change falls outside those rules, the integration flags it and holds both values rather than picking one quietly.
How long does an integration take?
It depends on how many systems are involved and how complex the flows are. A clean connection between two tools moves quickly. Unifying several systems takes longer, and the mapping work usually takes more time than the building. You get a clear timeline during discovery so there are no surprises.
Will we lose data during the migration?
We build and test against a copy of your data before anything touches the live systems, so sync conflicts and mapping errors surface in testing rather than in production. Deduplication is agreed with you rather than applied automatically, because deciding which of two records is the real one is a business call and not a technical one.
Can you connect our CRM to our website or e-commerce store?
Yes, and it is common work for us. Leads, orders and customer activity flow into the CRM automatically, with two-way sync where you need it and one-way where two-way would create more problems than it solves.
What happens when one of the platforms changes its API?
This is the reason integrations quietly stop working, so we monitor for it rather than waiting for someone to notice records have gone stale. Ongoing support covers keeping the connection healthy as the platforms either side of it change.
Ready to get your tools working together?
Tell us which systems you run and where the double entry happens. We will map what should connect, which system should be authoritative for what, and what is realistically possible on your plans.
- 30 MIN With the engineer who builds these integrations, not a sales rep.
- NO DECK If it is not a fit, we will tell you on the call.
- YOU GET A written summary of where the double entry is costing you, within 48 hours.
Send a message
Book the call → Or email hello@xtractsol.com, or call +1 (334) 901-0050Ready to get started?
30 minutes. We walk one of your files from order to closing and send a one-page note on the 2-3 steps worth automating first.