Connect your CRM to the rest of your business
Your CRM holds your client relationships, but if it's not talking to your other platforms, your team ends up copying data between systems and working from information that's already out of date. OfficePro Consulting builds bi-directional CRM integrations that keep Salesforce, HubSpot, Dynamics 365 and your operational tools in sync, so every team works from the same source of truth.
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Our CRM integration services
We connect your CRM to the platforms around it so your team stops entering the same client data into multiple systems.
Salesforce integration
We build integrations between Salesforce and your accounting, project management and operational tools. Bi-directional sync keeps contact records, deal stages and activity history consistent across every connected system.
HubSpot integration
Connect HubSpot to Xero, SharePoint and your project management tools so marketing leads and client communications flow through without manual re-entry.
Dynamics 365 integration
We integrate Dynamics 365 with SharePoint, Power BI, Xero and your line-of-business applications. Native Power Platform connectors where possible, custom APIs where needed.
Bi-directional sync and conflict handling
When data changes in two systems at once, rules determine which update wins. We design conflict resolution logic so your team never has to manually reconcile records.
CRM data migration
Moving from one CRM to another or consolidating multiple systems into one. We handle field mapping, data cleansing, validation and cutover planning so nothing gets lost in the move.
Ongoing monitoring and support
Integrations need monitoring after go-live. We provide ongoing support, error alerting, sync health dashboards and proactive maintenance so your connections stay running.
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How we integrate your CRM
When your CRM and your other systems hold different versions of the truth, someone ends up reconciling by hand. Here is how we connect them properly.
Audit and map the data
We map the records and fields in each system and agree which one is the source of truth for each.
Build the sync
We build the integration to move data both ways where needed, with clear rules for conflicts and duplicates.
Secure the connection
Connections are secured and scoped, so only the right data moves and nothing is exposed in transit.
Test and reconcile
We test against real records and reconcile both sides, so you can trust the numbers from day one.
Monitor
We add monitoring and alerts so a failed sync is caught and fixed before it spreads bad data.
See how we solve problems like this across our recent work →
Ready to start? Book a free initial conversation →
We don't build your integrations and disappear
CRM integrations need ongoing attention as your systems update, your data changes and your business grows. We stay with you.
Ongoing CRM integration support
We monitor, maintain and update your integrations so your team can focus on using the data, not worrying about whether it's flowing.
- Proactive sync monitoring and error alerting
- Conflict resolution rule updates as your processes change
- New field mapping when you add systems or update your CRM
- API version upgrades and connector maintenance
CRM integration handover
We make sure your team understands how the integration works so you're not dependent on us for every small change.
- How your sync rules work and when they apply
- Reading error logs and identifying common failures
- Understanding field mappings between your connected systems
- When to escalate vs when to resolve internally
Need help with an existing CRM integration? Tell us what's going on →
We don't just build integrations for clients.
We run on them.
OPC Hub is our internal client management platform, built by our team using the same tools and approach we use for client projects. Every part of how we run the business flows through it.
Ten integrations, one platform, zero manual data entry. The architecture behind it is exactly what we deliver for our clients.
Frequently asked questions
Which CRM platforms do you integrate with?
We work with Salesforce, HubSpot, Dynamics 365, Zoho CRM and most other cloud-based CRM platforms. If your CRM has an API or webhook capability, we can connect it to your other business systems. If it doesn't, we build middleware or custom connectors to make the connection work.
Can you integrate our CRM with our accounting software?
Yes. Connecting CRMs to platforms like Xero, MYOB and QuickBooks is one of our most common projects. We sync client records, invoicing data and financial reporting so your sales and finance teams work from the same information. If your CRM doesn't have a modern API, we build middleware or custom connectors to make the connection work.
Will our team need technical skills to manage the integration day to day?
No. We design integrations to run automatically once they're live. Your team uses the systems they already know. During handover, we walk you through how the sync rules work, how to read error logs and when to contact us if something needs attention. The goal is that your team understands what's happening without needing to manage the technical layer.
Can you migrate us from one CRM to another?
Yes. We handle field mapping, data cleansing, validation and cutover planning. If you need your existing integrations to keep running during the transition, we plan for that too so there's no downtime or data loss.
Can you fix a CRM integration that someone else built?
Yes. We audit the existing setup, document what connects to what, identify where it's failing and stabilise everything before making changes. Most integration rescues start with understanding what's actually happening, because the original documentation is usually incomplete or missing.
How much does a CRM integration project cost?
We scope and quote every project individually. The cost depends on which CRM platforms are involved, how many systems need connecting, the complexity of the data mapping and how much ongoing support you need. We offer a free initial conversation to understand your requirements and give you an honest assessment before any commitment.
Let's get your CRM talking to the rest of your business.
Still copying data between your CRM and everything around it? Tell us what's not connected and we'll show you what's possible. Every engagement starts with a free initial conversation. No pressure, no commitment.
