CRM Integration Services

Your tools are connected. So why don't the numbers match?

Duplicate companies, fields that overwrite each other, sync errors nobody owns. We audit your HubSpot, Salesforce, Pipedrive or QuickBooks sync, show you exactly what's broken, and fix it if you want us to.

Sync audit from $499, credited toward the fix. Report in about 5 business days.

  • HubSpot
  • Salesforce
  • Pipedrive
  • QuickBooks
  • Stripe
  • Zapier & Make

Sound familiar?

What a broken sync usually looks like from the inside.

Duplicates

Every account exists twice

Contacts sync as leads, companies get auto-created, and a converted lead spawns a second company. Now nobody trusts the account list.

Overwrites

Fields keep flipping back

Someone updates a value in HubSpot and it quietly reverts. Usually a sync rule nobody chose on purpose, or a first sync that set the wrong baseline.

Errors

Sync errors are piling up

Hundreds of picklist, permission and validation errors. Half belong to your Salesforce admin, half to HubSpot, and nobody owns them.

Billing

Deals and invoices don't match

Closed-won in the CRM, missing in QuickBooks. Or invoiced twice. The connector handles the happy path and very little else.

Free

The 10-point sync health checklist

Most sync problems trace back to one of these ten settings. Score your setup in five minutes.

Tick everything that's true for your setup today.

0/10

Run it before you pay anyone, us included. Written for HubSpot and Salesforce; most of it applies to any CRM sync.

Start with an audit. Fix what it finds.

Guessing at sync problems is how teams end up with a second round of duplicates. The audit tells you what's actually wrong before anyone changes a setting.

Start here

Sync Audit

Find out exactly what's broken, and why.

$499one-time

One integration, e.g. HubSpot ↔ Salesforce

  • Every field mapping and its sync rule reviewed
  • Duplicate analysis on both sides: contacts, companies, deals
  • Inclusion segment, selective sync and integration user permissions
  • API usage checked against your Salesforce limits
  • Sync errors grouped by cause, with who fixes each one
  • Written fix plan, ordered by impact
  • 30-minute walkthrough call

Not included: making the fixes (your admin can, or we can), data cleanup and record merges.

Book a 15-min call
After the audit

Cleanup & Custom Sync

We fix what the audit found.

Quoted

Fixed quote, sized to the fix plan

  • Mapping and sync rule changes, tested in a sandbox first
  • Duplicate merges on both sides without breaking sync links
  • Salesforce flow, validation rule and picklist fixes
  • Custom middleware where the native connector can't do the job
  • Zapier or Make workflows for one-way handoffs
Book a 15-min call

Hire us for the cleanup within 30 days and the $499 comes off the quote. Audits are invoiced upfront; projects are 50% to start, 50% on delivery.

How it works

  1. 01

    Run the free checklist

    Ten checks, five minutes. If everything passes, you may not need us.

  2. 02

    Book a 15-min call

    Tell us what's breaking. We'll say whether it needs an audit, a quick fix, or a project, and quote it.

  3. 03

    Audit in about 5 business days

    We look, we don't touch. You get the written fix plan and a walkthrough with your team.

  4. 04

    Fix it

    Your admin works from the plan, or our team does. The $499 comes off our quote.

Who this is for

RevOps and sales ops leads cleaning up after a CRM rollout or migration

RevOps and sales ops leads cleaning up after a CRM rollout or migration

Founders whose HubSpot and Salesforce numbers never match in the board deck

Founders whose HubSpot and Salesforce numbers never match in the board deck

Finance and ops teams reconciling closed deals against QuickBooks by hand

Finance and ops teams reconciling closed deals against QuickBooks by hand

Why us

We build CRM software, not just configure it.

Our CRM Dashboard and Sales Dashboard kits model the same pipelines, deal stages and account structures you're trying to keep in sync. We know how that data is meant to fit together.

Frequently Asked Questions

Pricing, access, and when the native connector is enough.

Get numbers your whole team trusts

A $499 sync audit shows exactly what's broken between your tools, and the fee comes off the fix.

Book a 15-min call