CRM Integration Platform
Integrated multiple business systems with a new CRM platform, eliminating data silos and enabling seamless customer journey tracking.
Project Overview
A growing company had adopted a new CRM system but struggled with connecting it to their existing tech stack. Customer data was fragmented across platforms, leading to poor customer experiences and missed opportunities.
The Challenge
- Data silos: Customer information existed in separate systems with no synchronization
- Manual updates: Sales team had to update customer info in 3+ systems separately
- Lost context: Support teams couldn't see customer purchase history or previous interactions
- Integration complexity: Multiple legacy systems with different data formats and APIs
Solution Implemented
I architected a comprehensive integration solution:
- API Gateway - Created a central integration hub connecting all systems
- Real-time sync - Implemented bi-directional data synchronization between CRM and other platforms
- Data mapping - Standardized customer data formats across all systems
- Workflow automation - Triggered automated actions based on customer events
Systems Integrated
| System | Integration Type | Data Flow | |--------|-----------------|-----------| | CRM (HubSpot) | REST API | Bi-directional | | E-commerce (Shopify) | Webhooks | Real-time | | Accounting (QuickBooks) | OAuth API | Scheduled sync | | Support (Zendesk) | API | Real-time | | Marketing (Mailchimp) | API | Event-triggered |
Results
- 100% data consistency across all platforms
- Zero manual entry for customer updates
- 360° customer view available to all teams
- 30% faster customer issue resolution
- 15% increase in sales conversion (better context)
Technologies Used
- Make.com / Zapier
- REST APIs & Webhooks
- Node.js (custom middleware)
- PostgreSQL (staging database)
- OAuth 2.0 authentication
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