Service
Tech Stack Integration
We know every layer of the stack, from the website form to the CRM to the billing system, and how they should connect. Integration is where most operations problems start, so it's where we spend the most care.
What we implement
Stack mapping
A diagram of every system, what data lives where, and which one is the source of truth for each record.
CRM integrations
Salesforce and HubSpot connected to each other and to marketing, support, billing, and product tools.
Website to CRM
Forms, tracking, and consent wired into the CRM so every lead arrives with its source.
AI connectors
Claude and Agentforce connected to the systems they need, with scoped permissions.
Monitoring
Sync errors and failed jobs reported to an owner before they turn into bad data.
How we work
- AI is only as good as the data it reaches. Connected systems give agents the full picture.
- We document every integration so your team, and your AI tools, can understand it.
- Turnkey integrations for our standard stack ship fast; custom ones are designed around yours.
Platforms
How an engagement runs
- 01
Audit
We map how work actually moves through your systems today: objects, fields, automations, reports, and the spreadsheets people use to get around them.
- 02
Design
We agree on the target process and data model, and decide which steps stay human, which get automated, and which an AI agent can own.
- 03
Build
Configuration, automation, integrations, and agent setup in a sandbox, tested against real scenarios before anything reaches production.
- 04
Run
Launch, training, and a support period. We measure adoption and fix whatever people are working around.
Questions we hear
Can you work with tools outside Salesforce and HubSpot?
Yes. Those are our core platforms, but most stacks include billing, support, product analytics, and data tools. We integrate with whatever you run.
Do you use middleware?
When it helps. Native connectors come first, then integration platforms or custom code when the native options fall short.
Tell us what's stuck.
A 30-minute call is usually enough to tell whether the fix is process, data, configuration, or AI.