Websites and CRMs
Move enquiries and agreed customer information into the right records, with checks for missing fields and duplicates.
Connect websites, CRMs and other business tools so information moves between them without repeated copying and pasting.
Odd Little Bits provides API integration services for small agencies that need development help on a client project. Scope, questions and progress are handled in writing.
Get in touchA website collects enquiries, but someone still enters them into the CRM. An update in one system never reaches another. A dashboard depends on spreadsheets that someone has to keep exporting.
Integration work connects those steps around the way your client’s business operates.
These are examples of possible work. The systems involved and their available interfaces determine what can be built.
The first step is understanding what needs to happen:
These decisions become a written scope, with deliverables, budget and boundaries agreed before development starts.
Planning a website-to-CRM connection? Use thewebsite-to-CRM integration checklistbefore agreeing the build.
A connection needs to handle more than a successful request.
Depending on the project, the build can include data validation, duplicate handling, retries, permissions and useful error logs. Checks and handover notes make it clear how the connection works and what to do when something needs attention.
Ongoing monitoring and support are scoped separately.
That is the starting point. Send the tools involved and what needs to happen. Available APIs, permissions and platform restrictions will shape the options.
Existing connections can be reviewed and improvements scoped. Include what currently works, what fails and any technical notes you have.
There may be another supported way to exchange information. That needs checking before promising a connection.
Tell us which tools are involved, what information should move and what is getting in the way. Include any deadline. Please don’t send passwords or access tokens.
Get in touchOpens the contact form on Tally in a new tab.