CRM Data Integration

Disconnected Records That Are Never Up to Date?

It doesn't take much: different departments interact with the same customer, and each team creates a new record, with no connection to other data on file. Conversations become fragmented: customers think you're losing track of where they're spending money with you. Their confidence slips and your business reputation takes a hit.

When you lose control of your customer data, your workflows stop making sense and errors creep in. Your CRM loses its crown as the core tool everyone can rely on.

Integration That Restores Confidence in Your Data

When you know that your CRM has one record per customer, that every team member can see and keep up to date, you bring back control to your customer relationship management.

Add in syncing processes so that nothing drifts out of date, plus a monitoring process that flags discrepancies and you have a customer documentation trail you can be confident in.

When your local integration processes aren't working, we create a smart solution.

We connect your tools in smarter, flexible ways that overcome the shortcomings of native plug-ins. We connect apps in unique ways when standard options fall short, including building links where integration doesn't exist yet. The result? Your systems talk to each other seamlessly, with an integration process that provides exactly what your business needs.

Driven by Make: How We Do It

We use Make to power your integrations. This powerful platform gives you a visual and reliable foundation for the connections that future-proof your customer data.

• Visual and flexible: you'll see the logic driving your workflows
• Reliable and resilient: smooth performance supports error management processes
• Future ready expansion methods mean your integrations evolve when you expand with additional apps or AI.

Supported by Flowbird, Make grows with your business.

Check out our Integration Guides for step-by-step guides on the pairings we're asked about most often.

Scaleable Options to Help You Plan

As customer data experts, we've developed a four-step approach to help you discover, plan then create the integrations that will transform your customer facing operations.

Feasibility Study (£100 +vat)

We look at your needs and check your current APIs. We outline how we can support your integration needs, giving you an easy route to decide your next steps.

Project Documentation (£1500 +vat)

We create a blueprint that details your data flows and data mapping. We perform initial outline test runs to prove viability. We uncover exactly how your integration will work before we build. We also include a final build quote so you have all the information need to move to the next stage (you're under no obligation).

Build & Launch (price subject to feasibility and blueprint findings)

We implement the full plans agreed in our blueprint. We completed the Make integration to your existing systems within a clear timeline. We test thoroughly and go live when you're ready. We include a full handover for you and your team. You'll experience seamless data flow as your apps work together, with improved reliability.

Expansion Phase (priced according to need)

When businesses see the impact and value of successful integrations, they often want to keep exploring new ways to embed innovative integrations into their operations. We work with you to add new applications, refine processes or layer in AI to meet your evolving business needs.

On-Premise Systems: A Challenge We Rise To

Sometimes, systems just can't reach each other, for example when data sits in an on-premise system behind a firewall.

At Flowbird, we've built a solution to this. We've built Flowbird Tunnel, a secure connectivity layer that sits between on-premise systems and cloud platforms.

• Data moves without firewall changes, middleware or an infrastructure rebuild.
• Flowbird Tunnel creates a link that lets modern systems read legacy data in real time.
• A controlled outbound connection means there's no need to open inbound access.
• Everything sits within your existing IT policies and constraints.

Flowbird Tunnel enables secure connectivity between legacy infrastructure and modern platforms. Data moves to cloud platforms with no need for data exports or delays with reduced manual work. All while preserving your existing systems and infrastructure.

Find out more about Flowbird Tunnel here then get in touch to find out how we can link your legacy infrastructure and modern platforms.