Custom integrations
Tell us which systems need to work together and what should happen between them. We scope the connection, build it on the SyncSmart platform, then host and maintain it.
Customer storyIBT Apps
“I was spending at least two days a week focusing on data. It was the first thing I thought of every day.”
IBT Apps connected Microsoft Dynamics and HubSpot with custom fields and two-way data flows shaped around its sales and marketing teams.
You do not need a specification. Bring the work your team needs done; discovery produces the decisions below.
Example discovery brief
A sales team wants a CRM deal to supply customer and line-item data for an ERP order.
One team through discovery, delivery and ongoing maintenance.
We work through the systems, the records, the business rules and who owns what with your team, and write it down as the scope.
We build and test the integration against that scope, with representative records you choose, until you sign it off.
We host it on the SyncSmart platform, watch the logs, and update it as the connected systems and your needs change.
What to bring, what we agree, and what happens after launch.
The names and editions of the applications, the workflow you want to connect, and the people who understand it. API documentation and a list of the records that matter help if you have them. Do not send credentials or customer records through the form.
Yes. Start from its record mappings and requirements, then tell us the extra fields, records or behaviour you need. We scope the extension for that connection.
See the packaged integrationsWe review the systems and the workflow before agreeing scope. API access, authentication, the records exposed and the behaviour you need all decide the fit, and we tell you early if it is not one.
Four things: the scope (systems, record pairs, fields, directions and rules), the validation plan (representative records and expected outcomes), the launch plan (who authorizes accounts and approves the tested workflow), and ongoing ownership (hosting, support, escalation and how future changes are scoped). Service terms sit in your agreement with SyncSmart.
SyncSmart hosts, monitors and maintains the integration. You raise issues through support and scope changes with the same team that built it.
Your systems, your workflow and the result you want. We come back with the questions discovery needs and a plan for the connection.
“Now, I’m just watching data sync. I don’t have to do anything twice.” — Megan Copeland, Director of Marketing, IBT Apps
We reply by email to the address you gave. If you would rather talk sooner, pick a time on the calendar.
Book a 30-minute callEmail [email protected] with what you need to connect, or pick a time on the calendar and we will take it from there.
Or book a 30-minute call
A 30-minute call on the calendar. You pick the slot; the invite arrives by email.