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Integrations, CRM & payments

Connect the systems your business runs on.

Connect customer relationships, marketing, inventory, payments and team workflows so information reaches the right place.

Concept illustration
Who it is for

Teams copying information between customer, payment, messaging, accounting and operational systems.

Your team copies information between tools, chases updates and loses track of who owns the next step.

INTENDED BENEFITA more dependable flow of information, with clear ownership when something needs attention.
ILLUSTRATIVE EXAMPLE

An inquiry from your website or an ad creates a customer record, assigns an owner and starts a follow-up task. Order, inventory and accounting flows can be scoped alongside it.

WHAT WE DELIVER

Defined work.
A connected result.

We confirm the right scope, platforms and responsibilities with you before implementation.

CRM setup, cleanup and data migrations
Commerce, inventory, payment and accounting connections
APIs, webhooks and custom connectors
Sync monitoring, reconciliation and exception handling
FROM DISCONNECTED TO COORDINATED

Stop re-entering
the same information.

An order, customer request or payment should reach the people and tools that need it. We map the handoffs, define ownership and build connections around your workflow.

01 · Capture

One clear starting point.

A website inquiry, order or business event.

02 · Connect

The right context.

Map the information into the tools your team uses.

03 · Follow through

An accountable next step.

Route the work and make exceptions visible.

Illustrative workflow · Platforms, permissions and technical feasibility are confirmed during scoping.

Map before building

Agree which system owns each record and what should happen when it changes.

Plan for exceptions

Define validation, retries and human handoffs alongside the normal path.

Keep it understandable

Document the connection and responsibilities so your team can operate it.

Discuss your workflow
Your tools. Working together.

Connect the tools your business relies on.

From marketing and customer relationships to payments, inventory, AI and the work behind the scenes.

One connected business.
  • ShopifyCommerce
  • StripePayments
  • SquarePayments & point of sale
  • HubSpotCRM & marketing
  • OpenAIAI & automation
  • ClaudeAI & knowledge
  • Microsoft365 & team workflows
  • OutlookEmail & calendar
  • Google WorkspaceCollaboration
  • Google AdsMarketing & reporting
  • MetaSocial & lead workflows
  • Cal.comScheduling

Connect the customer journey. Keep your team in sync.

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Illustrative workflows

Give each inquiry an owner and a next step.

Example, subject to scope and technical fit
  1. 01New inquiryWebsite, ad inquiry or approved intake channel
  2. 02CRM recordMatch or create the record in your CRM
  3. 03Follow-upAssign the owner, task and escalation
  4. 04OutcomeRecord the next step and what happened
Intended benefit

Reduce duplicate entry and missed handoffs. A person owns any record that cannot be matched or routed.

Before implementation

What we scope together.

Start with the goal and current workflow. We agree deliverables, responsibilities and acceptance criteria before building.

The records, events and direction of each data exchange
API access, account plans, permissions and platform limits
Duplicate handling, retries, reconciliation and exception ownership

Questions before you start.

How do you choose the right platforms?

We can scope Shopify commerce, HubSpot CRM and AI-assisted work with OpenAI or Claude around a defined business need. We confirm access, subscription requirements and the records involved before proposing an integration. Your existing tools may already be the best fit.

What access will a connection need?

Shopify and HubSpot require permission for the relevant data. AI services have account-specific usage limits. We agree access, operating costs, human approvals and exception handling before building.

Where does Square fit?

Square can be assessed for payment, customer and order workflows, including sales recorded through point of sale. We verify the available events, account permissions, transaction costs and reconciliation requirements for your use case. This is scoped integration work, not a prebuilt Realized connector.

Can we keep our current CRM?

Yes. We assess how the customer relationship management (CRM) system is used before recommending a change. Cleaning up records, configuration or handoffs may solve the problem without replacing it.

Can any two platforms be connected?

No. We verify the available APIs or exports, account permissions, plan restrictions and the exact workflow. A feasible connection also needs error handling and a clear person responsible for exceptions.

KEEP THE WORK CONNECTEDExplore the related solution
NEXT STEP

Let's make it work for your business.

Tell us about your goals, current tools and the way your team works. We will define the next practical step together.

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