Integration platform + delivery partner
SyncSmart combines an integration platform with a team that builds, hosts, and maintains your integrations. Give your customers the connections they need while your team focuses on your product.
From the first connection to ongoing maintenance.
For software companies
A customer needs a CRM connection. A new opportunity depends on sharing data with an ERP. An existing integration needs attention when an API changes.
Every connection adds work beyond the initial build. SyncSmart gives you a platform and a team to take that work from requirements through ongoing operation.
The platform
Connect your application with CRM, ERP, and other business software. Start with the systems and data your customers need to share, then define how each integration should work.
Bring us the applications your customers use. We'll review how they can connect and define the scope of the integration.
Decide which records and fields need to move, in which direction, and under what rules. Build around the workflow your customers need.
Start with a clear integration need. As customer requirements change, work with the same team to scope the next connection or extend an existing one.
Agreed line by line in the delivery plan before the build starts.
| SyncSmart | Your team | |
|---|---|---|
| Scope | Runs discovery and writes the scope, data model and rules. | Explains the customer workflow and your API; signs off the scope. |
| Build and test | Builds and tests the integration against the agreed records. | Provides a test environment and records; approves the test. |
| Hosting | Hosts, monitors and operates it; keeps connectors current as APIs change. | Nothing to host. Tells SyncSmart about changes to your API. |
| Customer onboarding | Connects each customer’s systems and configures their mappings. | Introduces the customer and authorizes access to their accounts. |
| Support | First-line support for the integration, with an agreed escalation path. | Routes integration questions from your support team to SyncSmart. |
| Changes | Scopes and delivers the next connection with the same team. | Raises what customers ask for next. |
The team behind the platform
Work with an integration partner through the full lifecycle, with delivery and ongoing responsibilities agreed from the start.
We work with your team to define the systems, data, and business rules, then build and test the integration against those requirements.
We host and operate your integration on the SyncSmart platform, with an operating plan agreed around your requirements.
We support your integration after launch and work with you on updates as connected systems and customer needs change.
One customer workflow, the systems involved, your API, and the people who can explain them. We come back with a scope and a plan.
We build and test it against the agreed records; you approve it with a real customer in view.
Live on the SyncSmart platform with support and escalation agreed. Each further customer and each new connection follows the same path.
Connections in practice
Customer story Haymakers for Hope
Haymakers for Hope connected its fundraising platform with its CRM through SyncSmart. The integration brought donation and contact data into the workflows its team used for donor outreach and sponsorship management.
Your software’s purpose, the first customer workflow, the systems involved, and relevant API documentation. Identify who can explain authentication, records and expected behaviour. Do not send credentials or customer data through the form.
No. Start with one clear customer need. We scope that connection, then review further requirements as customer needs and your product change.
Agreed per partnership before launch: account authorization, customer communication, support escalation and operating responsibilities are written into the delivery plan. The table above shows the usual split.
Bring the data types, access requirements and any procurement or security questions your customers raise. SyncSmart processes data as a GDPR processor under its Data Processing Agreement; review that and the operating plan with us before agreeing delivery.
Read the Data Processing AgreementLet's build the connection
Tell us what you're building, which systems need to connect, and where your team needs help. We'll discuss the integration requirements and what it would take to build, host, and maintain the connection.
Start with your systems,
your data, and your goals.
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.